p6 Eppm Users Guide

P6 P6 EP EPP PM M U Use ser r's 's G Gu ui id de e
R Re el lease ease 8 8. .2 2
D De ec ce em mber ber 2 2011 011
2
Copyright
Oracle Primavera P6 EPPM User's Guide
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3
Copyright
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5
Contents
Copyright ................................................................................................ 2
Preface ................................................................................................. 19
What's New in P6 EPPM .............................................................................. 19
About rac!e Pri"a#era P6 Enterprise Pro$ect Portfo!io Manage"ent..................... 19
Wor%ing with the rac!e Pri"a#era P6 EPPM &uite ............................................ 21
About P6 ............................................................................................. 23
About P6 Team Member Applications ........................................................... 24
About P6 Progress Reporter....................................................................... 26
About Oracle ni!ersal Content Management ................................................. 2"
About P6 Pro#essional ............................................................................. 2"
About Oracle $% Publisher an& the O$%'' Plat#orm ............................................ 2(
About P6 Reporting )atabase .................................................................... 2(
About P6 Analytics ................................................................................. 2(
About the Oracle $usiness Process Management *uite ....................................... 3+
About the P6 %ntegration AP% ..................................................................... 3+
About P6 'PPM ,eb *er!ices ..................................................................... 3-
Where to 'et (ocu"entation ...................................................................... )1
Where *o 'et *raining .............................................................................. )+
Where to 'et &upport................................................................................ ),
-"p!e"entation &trategy ............................................................................ ).
Roles an& Responsibilities......................................................................... 3"
*et .our /oals an& $usiness Ob0ecti!es ........................................................ 31
)e!elop an %mplementation *trategy ........................................................... 4+
Assess 2ee&s ........................................................................................ 4-
Communicate the Plan ............................................................................ 43
*he -"p!e"entation Process ....................................................................... +,
n&erstan&ing )ata *tructures in P6 'PPM ..................................................... 45
Connecting )ata *tructures....................................................................... 4"
&tructuring Pro$ects .................................................................................. +9
Process O!er!ie34 *tructuring )ata in P6 'PPM ............................................... 41
*etting p the Organi5ational $rea6&o3n *tructure .......................................... 5+
About the O$* ................................................................................... 5+
Creating an O$* .............................................................................. 5+
Assigning sers to an O$*................................................................... 5-
)e#ining Resources an& Roles .................................................................... 52
P6 'PPM ser7s /ui&e
About Roles ...................................................................................... 52
Creating Roles ................................................................................... 52
Assigning a Resource to a Role................................................................ 53
Assigning a Role Team to a Role .............................................................. 54
Assigning Rates to Roles ....................................................................... 54
Assigning ,or6 8imits to Roles................................................................ 55
About Role Teams .............................................................................. 55
Creating Role Teams ........................................................................... 56
Assigning a Role to a Role Team .............................................................. 56
About Resources ................................................................................ 5"
A&&ing Resources ............................................................................... 5"
Assigning a Role to a Resource................................................................ 5(
Assigning a Resource Team to a Resource .................................................. 5(
Con#iguring Resource *ettings ................................................................ 51
Assigning Calen&ars to Resources ............................................................ 6+
Con#iguring Timesheet Reporting #or Resources ........................................... 6+
Con#iguring Resource *ettings #or Timesheet Reporting .............................. 6-
Assigning Resource Co&es...................................................................... 62
Assigning Resource Rates ...................................................................... 63
Assigning Resource Cur!es to Resource or Role Assignments #rom the Resources
Assignments Page ............................................................................... 63
About Resource Teams ......................................................................... 64
Creating Resource Teams...................................................................... 64
Assigning a Resource to a Resource Team .................................................. 65
*etting p The ,or6 $rea6&o3n *tructure..................................................... 65
About ,or6 $rea6&o3n *tructures 9,$*: ................................................... 65
,or6ing 3ith ,$* 'lements ............................................................... 66
Creating a ,$* ............................................................................... 6(
Creating a ,$* #rom a Template.......................................................... 6(
Con#iguring /eneral ,$* %n#ormation .................................................... 61
)e#ining 'arne& ;alue Calculations #or ,$* 'lements ................................ "+
,or6ing 3ith ,$* Milestones .............................................................. "+
,or6ing 3ith ,$* Categories .............................................................. "-
'stablishing Pro0ect Co&es ........................................................................ "3
About Pro0ect Co&es ........................................................................... "3
,or6ing 3ith Pro0ect Co&es ................................................................... "4
Creating Pro0ect Co&es ........................................................................ "6
Creating Pro0ect Co&e ;alues ................................................................. ""
Assigning Pro0ect Co&es........................................................................ "(
ser<)e#ine& #iel&s................................................................................. "(
About ser )e#ine& =iel&s ..................................................................... "(
Creating Acti!ity )=s ...................................................................... "(
Creating Assignment )=s .................................................................. "1
Creating )ocument )=s ................................................................... "1
Creating '>pense )=s ...................................................................... "1
Creating %ssue )=s .......................................................................... (+
Creating Pro0ect )=s ....................................................................... (+
Creating Resource )=s..................................................................... (-
Creating Ris6 )=s ........................................................................... (-
6
Contents
Creating *tep )=s .......................................................................... (2
Creating ,$* )=s........................................................................... (2
)e#ining =ormulas #or ser )e#ine& =iel&s............................................... (2
)e#ining %n&icators #or ser )e#ine& =iel&s ............................................. (3
)e#ining *tatements #or ser )e#ine& =iel&s ............................................ (4
About Calen&ars .................................................................................... (5
,or6ing 3ith Calen&ars........................................................................ (5
Creating /lobal Calen&ars ..................................................................... (6
Con#iguring /lobal Calen&ars ................................................................. (6
*etting ,or6 ?ours Per Time Perio& #or /lobal Calen&ars ........................... ("
Con#iguring the *tan&ar& ,or6 ,ee6 #or /lobal Calen&ars .......................... ("
Mo&i#ying Calen&ar )ays on /lobal Calen&ars .......................................... ("
*etting the )e#ault /lobal Calen&ar ...................................................... ((
Creating Pro0ect Calen&ars.................................................................... ((
Con#iguring Pro0ect Calen&ars ................................................................ (1
Assigning a $ase Calen&ar to a Pro0ect Calen&ar....................................... (1
*etting ,or6 ?ours Per Perio& #or a Pro0ect Calen&ar ................................ 1+
Con#iguring the *tan&ar& ,or6 ,ee6 #or Pro0ect Calen&ars ......................... 1+
Mo&i#ying Calen&ar )ays on Pro0ect Calen&ars ......................................... 1-
Changing a Pro0ect Calen&ar to a /lobal Calen&ar .................................... 1-
Creating Resource Calen&ars.................................................................. 12
Con#iguring Resource Calen&ars .............................................................. 12
Assigning a $ase Calen&ar to a Resource Calen&ar .................................... 13
Assigning a Resource to a Resource Calen&ar ........................................... 13
*etting ,or6 ?ours Per Time Perio& #or a Resource Calen&ar ....................... 14
Con#iguring the *tan&ar& ,or6 ,ee6 #or Resource Calen&ars ....................... 14
Mo&i#ying Calen&ar )ays .................................................................... 15
Changing the Calen&ar Type ............................................................... 15
&etting /p the Enterprise Pro$ect &tructure .................................................... 9.
About the 'nterprise Pro0ect *tructure 9'P*: .................................................. 1"
,or6ing 3ith the 'P* .......................................................................... 1(
Creating 'P* 'lements ........................................................................ -++
Con#iguring the 'P*............................................................................ -++
About Pro0ects ..................................................................................... -+-
,or6ing 3ith Pro0ects......................................................................... -+-
Creating Pro0ects .............................................................................. -+2
Assigning 8ocations to Pro0ects .............................................................. -+3
Creating Pro0ects #rom '>isting Pro0ects or Templates .................................. -+3
)eleting Pro0ects or 'P* 'lements .......................................................... -+4
Opening Pro0ects or Templates in the 'P* ................................................. -+4
Opening Pro0ects '>clusi!ely................................................................. -+5
Remo!ing the '>clusi!e 8oc6 on Pro0ects .................................................. -+6
Customi5ing )etail ,in&o3s ................................................................. -+"
Con#iguring Pro0ect Pre#erences ................................................................ -+"
Con#iguring ?istory *ettings #or P6 Analytics .............................................. -+(
Con#iguring Pro0ect Calculations ............................................................ -+(
8in6ing P6 an& Contract Management Pro0ects............................................ -+1
Con#iguring Pro0ect )e#aults ................................................................. -+1
"
P6 'PPM ser7s /ui&e
Con#iguring /eneral Pro0ect Pre#erences .................................................. --+
Con#iguring P6 Progress Reporter ........................................................... --+
Con#iguring Pro0ect *ummari5ation an& Publication *er!ices ........................... --+
Con#iguring P6 Team Member *tatus p&ate Re!ie3s ................................... ---
Con#iguring P6 Team Member Application ;ie3 Pre#erences ........................... --2
About Pro0ect Templates ........................................................................ --3
,or6ing 3ith Pro0ect Templates ............................................................ --4
Creating Pro0ect Templates .................................................................. --5
-"p!e"enting the &che0u!e....................................................................... 11.
About Acti!ities.................................................................................... --(
,or6ing 3ith Acti!ities ....................................................................... --(
Creating Acti!ities ............................................................................. --1
Con#iguring /eneral Acti!ity %n#ormation .................................................. -2+
Assigning 8ocations to Acti!ities............................................................. -2-
About *uspen&ing an& Resuming Acti!ities ................................................ -22
)issol!ing Acti!ities ........................................................................... -22
Recalculating Assignment Costs ............................................................. -22
*en&ing Pro0ect )ata to an 'RP *ystem .................................................... -23
Customi5ing )etail ,in&o3s ................................................................. -24
About Acti!ity 2et3or6s ......................................................................... -24
,or6ing 3ith the Acti!ity 2et3or6 ......................................................... -25
About Acti!ity Types .............................................................................. -26
About Acti!ity ;ie3s .............................................................................. -2"
,or6ing 3ith Acti!ity ;ie3s.................................................................. -2"
Creating Acti!ity or 'P* ;ie3s ............................................................... -2(
Con#iguring Acti!ity ;ie3s.................................................................... -21
Con#iguring Acti!ity ;ie3 Columns....................................................... -21
Con#iguring Acti!ity ;ie3 /rouping ...................................................... -3+
Con#iguring Acti!ity ;ie3 /antt Chart $ars ............................................ -3-
Con#iguring Acti!ity ;ie3 /antt Chart .................................................. -32
Con#iguring Acti!ity 2et3or6 ............................................................. -33
Con#iguring Acti!ity ;ie3 Access ......................................................... -33
Con#iguring Acti!ity ;ie3 =ilters ............................................................ -34
Applying =ilters .............................................................................. -35
Creating =ilters .............................................................................. -35
Con#iguring =ilters .......................................................................... -36
*en&ing Acti!ity ;ie3s by '<Mail ............................................................ -3"
About the Acti!ity Table ......................................................................... -3(
About ,$* *ummary Acti!ities .................................................................. -3(
'stablishing Acti!ity Co&es ...................................................................... -31
About Acti!ity Co&es .......................................................................... -31
,or6ing 3ith Acti!ity Co&es ................................................................. -4+
Creating Acti!ity Co&es .................................................................... -4-
Creating Acti!ity Co&e ;alues ............................................................ -42
Con#iguring Acti!ity Co&e ;alues ......................................................... -43
Assigning Acti!ity Co&e ;alues to Acti!ities ............................................ -44
Creating Acti!ity Co&e ;alues #or Acti!ities ........................................... -44
(
Contents
About /antt Charts ............................................................................... -45
,or6ing 3ith the Acti!ity /antt Chart ..................................................... -45
Con#iguring /antt Charts ..................................................................... -46
About Calen&ar ;ie3 ............................................................................. -4"
,or6ing 3ith the Acti!ity Calen&ar ......................................................... -4(
About Progress *potlight ......................................................................... -41
About Progress 8ines.............................................................................. -41
About /rouping an& *orting ..................................................................... -41
/rouping an& *orting %n#ormation ........................................................... -41
About Acti!ity O3ners ............................................................................ -5+
Assigning an Acti!ity O3ner to an Acti!ity ................................................. -5-
About Resources ................................................................................... -5-
Assigning Resources to an Acti!ity .......................................................... -5-
Assigning a Resource to Multiple Acti!ities ................................................ -52
Con#iguring Acti!ity Resources............................................................... -53
Assigning 8ocations to Resources ............................................................ -53
A&&ing Acti!ity Resource 'stimates ......................................................... -54
Re@uesting Resources #or Acti!ities ......................................................... -54
*peci#ying Resource Assignment Rates ..................................................... -55
Assigning Resource Cur!es to Resource or Role Assignments #rom the Acti!ities Page-55
Assigning Resources to nsta##e& Acti!ities ............................................... -56
*earching Resources ........................................................................... -5"
About the Recalculate Assignment Costs =eature......................................... -5(
Recalculating Assignment Costs .......................................................... -5(
Con#iguring Resource 8e!eling Options an& Priorities .................................... -51
8e!eling Pro0ect Resources................................................................... -6-
About the Chec6 Resource O!erallocation *er!ice........................................ -6-
,or6ing 3ith the Chec6 Resource O!erallocation *er!ice ........................... -63
Chec6ing #or an& Resol!ing O!erallocate& Resources ................................ -64
About Resource Assignments ................................................................. -65
Assigning Resources to an Acti!ity ....................................................... -65
Con#iguring Acti!ity Resources ........................................................... -66
Re@uesting Resources #or Acti!ities ..................................................... -6"
*peci#ying Resource Assignment Rates .................................................. -6"
A&&ing Acti!ity Resource 'stimates ..................................................... -6(
About Roles ........................................................................................ -6(
Assigning Roles to an Acti!ity ................................................................ -6(
Assigning a Role to Multiple Acti!ities ...................................................... -61
Con#iguring Acti!ity Roles .................................................................... -61
About '>penses .................................................................................... -"+
Creating '>penses ............................................................................. -"+
Con#iguring '>penses .......................................................................... -"+
Con#iguring Auto Compute Actuals #or '>penses .......................................... -"-
About =ee&bac6 ................................................................................... -"-
A&&ing =ee&bac6............................................................................... -"2
A&&ing the 2e3 =ee&bac6 Column .......................................................... -"2
1
P6 'PPM ser7s /ui&e
Ac6no3le&ging =ee&bac6 ..................................................................... -"3
About Acti!ity Progress........................................................................... -"3
p&ating the Progress o# Acti!ities sing P6 .............................................. -"3
About )uration Types............................................................................. -"4
,or6ing 3ith )uration Types ................................................................ -"5
About Constraints ................................................................................. -"5
,or6ing 3ith Acti!ity Constraints ........................................................... -"5
About %ssues ........................................................................................ -"6
Creating Acti!ity %ssues ....................................................................... -""
Con#iguring Acti!ity %ssues.................................................................... -""
About 2oteboo6s .................................................................................. -"(
,or6ing 3ith 2oteboo6s ...................................................................... -"(
About 2oteboo6 Topics ........................................................................... -"(
Assigning 2oteboo6 Topics ................................................................... -"(
About Relationships ............................................................................... -"1
About Relationship 8ines ..................................................................... -"1
Creating Acti!ity Relationships .............................................................. -(+
Con#iguring Acti!ity Relationships........................................................... -(+
Assigning Pre&ecessor Relationships ........................................................ -(-
Con#iguring Pre&ecessor Relationships ..................................................... -(2
Assigning *uccessor Relationships ........................................................... -(2
Con#iguring *uccessor Relationships ........................................................ -(3
About Ris6s ......................................................................................... -(4
,or6ing 3ith Pro0ect Ris6s ................................................................... -(4
Assigning a Ris6 to an Acti!ity ............................................................... -(6
About *teps ........................................................................................ -(6
,or6ing 3ith Acti!ity *teps .................................................................. -("
Creating Acti!ity *teps........................................................................ -("
Con#iguring Acti!ity *teps .................................................................... -((
About *tep Templates ............................................................................ -((
A&&ing Acti!ity *teps #rom a *tep Template .............................................. -(1
About 8ocations ................................................................................... -(1
Assigning 8ocations to Acti!ities............................................................. -(1
About Trace 8ogic ................................................................................. -1+
;ie3ing Relationships 3ith Trace 8ogic .................................................... -1-
About $u&gets ..................................................................................... -1-
,or6ing 3ith $u&gets ......................................................................... -12
'stablishing $u&gets........................................................................... -14
Creating $u&get Change Re@uests........................................................... -14
Appro!ing or )enying $u&get Change Re@uests ........................................... -15
About *pen&ing an& $ene#it Plans .............................................................. -16
,or6ing 3ith *pen&ing an& $ene#it Plans .................................................. -1"
Con#iguring *pen&ing an& $ene#it Plans .................................................... -11
About =un&ing *ources ........................................................................... -11
-+
Contents
,or6ing 3ith =un&ing *ources ............................................................... 2++
About 'arne& ;alue ............................................................................... 2+2
Con#iguring ,$* 'arne& ;alue ............................................................... 2+3
About Milestones .................................................................................. 2+3
Creating ,$* Milestones...................................................................... 2+4
About Cost Accounts .............................................................................. 2+4
Creating Cost Accounts ....................................................................... 2+5
About '>penses .................................................................................... 2+5
Creating '>pense Categories ................................................................. 2+5
Managing the &che0u!e ............................................................................ 21.
About $aselines.................................................................................... 2+"
,or6ing 3ith $aselines ....................................................................... 2+(
Creating $aselines ............................................................................. 2+1
About Critical Path Acti!ities.................................................................... 2-+
,or6ing 3ith Critical Acti!ities.............................................................. 2--
About *che&ule Pre!ie3.......................................................................... 2-4
'nabling *che&ule Pre!ie3 ................................................................... 2-4
About Resource 8e!eling ......................................................................... 2-5
8e!eling Pro0ect Resources................................................................... 2-5
Con#iguring Resource 8e!eling Options an& Priorities ................................ 2-6
About p&ating Progress ......................................................................... 2-(
,or6ing 3ith p&ating Progress in a $ro3ser Running P6 ............................... 2-(
p&ating the Progress o# Acti!ities sing P6 ........................................... 2-1
,or6ing 3ith Acti!ity p&ates by '<mail using '<mail *tatusing *er!ice .............. 2-1
*upporting '<mail p&ates 3ith '<mail *tatusing *er!ice ........................... 223
p&ating the Progress o# Acti!ities sing '<mail ...................................... 224
p&ating the Progress o# Acti!ities sing P6 Team Member ,eb ...................... 225
p&ating the Progress o# Acti!ities sing the P6 Team Member #or iPhone App ..... 225
About Timesheets.............................................................................. 225
,or6ing 3ith Timesheets .................................................................. 225
Appro!ing or Re0ecting Timesheets ...................................................... 226
*en&ing '<Mail about Timesheets to Resources........................................ 22"
Assigning a Pro0ect Manager )elegate #or Timesheets ............................... 22(
Assigning a Resource Manager )elegate #or Timesheets ............................. 221
About P6 Team Member *tatus p&ates ....................................................... 23+
,or6ing 3ith P6 Team Member *tatus p&ates ........................................... 23-
Assigning a *tatus Re!ie3er to a ,$* ...................................................... 233
*electing an Acti!ity #or Re!ie3............................................................. 233
Re!ie3ing Team Member *tatus p&ates .................................................. 234
About The Apply Actuals =eature ............................................................... 235
,or6ing 3ith the Apply Actuals =eature ................................................... 235
Applying Actuals to a Pro0ect ................................................................ 23"
About the Auto Compute Actuals =eature ..................................................... 23(
,or6ing 3ith the Auto<Compute Actuals =eature......................................... 23(
Applying Auto Compute Actuals to Acti!ities .............................................. 231
--
P6 'PPM ser7s /ui&e
About *tore Perio& Per#ormance................................................................ 24+
*toring Perio& Per#ormance .................................................................. 24+
About *ummary )ata ............................................................................. 24-
,or6ing 3ith the *ummari5er *er!ice ...................................................... 242
*ummari5ing Pro0ects ......................................................................... 242
%ssues................................................................................................ 243
About %ssues .................................................................................... 243
,or6ing 3ith %ssues ......................................................................... 244
Creating Pro0ect %ssues ..................................................................... 244
Con#iguring Pro0ect %ssues ................................................................. 245
Customi5ing Pro0ect %ssues ................................................................ 246
Assigning Relate& %tems to %ssues ........................................................ 246
*en&ing '<Mail about %ssues ............................................................... 24"
About %ssue Co&es ............................................................................. 24(
Assigning %ssue Co&es ....................................................................... 24(
About %ssue =orms ............................................................................. 24(
Creating %ssue =orms ....................................................................... 241
Assigning Pro0ects to %ssue =orms ........................................................ 25+
Ris6s ................................................................................................. 25+
About Ris6s ..................................................................................... 25+
,or6ing 3ith Ris6s 'nterprise )ata ......................................................... 25-
Con#iguring Ris6 'nterprise )ata ......................................................... 25-
About Ris6 Threshol&s ...................................................................... 252
,or6ing 3ith Ris6 Threshol&s ............................................................. 252
Creating Ris6 Threshol&s ................................................................... 254
Mo&i#ying Ris6 Threshol&s ................................................................. 255
About Ris6 *coring Matrices ............................................................... 256
,or6ing 3ith Ris6 *coring Matrices ...................................................... 256
Creating Ris6 *coring Matrices ............................................................ 251
Assigning a Ris6 *coring Matri> to a Pro0ect ............................................ 26+
Assigning a Ris6 *coring Matri> to a Pro0ect #rom the 'nterprise )ata Pane ..... 26+
Assigning a Ris6 *coring Matri> to a Pro0ect #rom the 'P* Page .................... 26-
Assigning a Ris6 *coring Matri> to a Pro0ect #rom the Port#olios *ection ......... 26-
About Ris6 Categories ...................................................................... 262
Creating Ris6 Categories ................................................................... 262
About Ris6 ser )e#ine& =iel&s ........................................................... 263
Creating Ris6 )=s .......................................................................... 263
,or6ing 3ith Pro0ect Ris6s ................................................................... 263
Managing Pro0ect Ris6s ..................................................................... 265
Creating Pro0ect Ris6s ...................................................................... 265
A&&ing )etaile& Pro0ect<8e!el Ris6s ..................................................... 266
A&&ing Pro0ect Ris6s to Acti!ities ........................................................ 26"
A&&ing ?igh<8e!el Pro0ect Ris6s .......................................................... 26(
Assigning a Ris6 to an Acti!ity ............................................................ 261
About Ris6 Response Plans................................................................. 261
,or6ing 3ith Ris6 Response Plans ....................................................... 2"+
)e!eloping a Ris6 Response Plan ......................................................... 2"-
-2
Contents
A&&ing Ris6 Response Plans ............................................................... 2"-
A&&ing Ris6 Response Plan Action %tems ................................................ 2"2
Assigning Acti!ities to Ris6 Response Plan Action %tems ............................. 2"3
About )ocuments.................................................................................. 2"3
,or6ing 3ith )ocuments 3ithout the Content Repository .............................. 2"4
A&&ing )ocuments to a Pro0ect 3ithout the Content Repository .................. 2"4
Con#iguring )ocument )etails 3ithout the Content Repository .................... 2"5
Assigning Relate& %tems to )ocuments 3ithout the Content Repository .......... 2"5
*en&ing '<Mail about )ocuments 3ithout the Content Repository................. 2"6
Assigning )ocuments to Acti!ities........................................................ 2""
,or6ing 3ith )ocuments 3ith a Content Repository ..................................... 2""
About the )ocument Content Repository ............................................... 2"(
Creating )ocument Templates ........................................................... 2"1
Copying )ocuments #rom '>isting Templates .......................................... 2(+
A&&ing )ocuments to a Pro0ect an& *toring Them in the Content Repository ... 2(+
A&&ing )ocuments to a Pro0ect #rom the Content Repository ...................... 2(-
Con#iguring )ocument )etails ............................................................ 2(2
Assigning Relate& %tems to )ocuments .................................................. 2(3
Chec6ing Out )ocuments .................................................................. 2(3
Chec6ing %n )ocuments .................................................................... 2(4
*en&ing '<Mail about )ocuments ......................................................... 2(5
Assigning )ocuments to ,or6groups ..................................................... 2(5
Creating )ocument =ol&ers ............................................................... 2(6
About )ocument Re!ie3s .................................................................. 2(6
Re!ie3ing )ocuments ...................................................................... 2("
Creating )ocument Re!ie3s .............................................................. 2("
Participating in )ocument Re!ie3s ...................................................... 2((
Terminating )ocument Re!ie3s .......................................................... 2(1
*earching #or )ocuments .................................................................. 2(1
*earching #or )ocuments 9A&!ance& *earch: .......................................... 21+
*earching #or )ocuments 9Auic6 *earch: ............................................... 21+
;ie3ing )ocuments ......................................................................... 21-
)o3nloa&ing )ocuments ................................................................... 212
About ,or6#lo3s .................................................................................. 212
,or6ing 3ith ,or6#lo3s in P6 ............................................................... 213
Participating in ,or6#lo3s ................................................................... 216
P6 #er#iew ......................................................................................... 299
Customi5ing the P6 ser '>perience ........................................................... 211
About the ser %nter#ace ......................................................................... 3++
,or6ing 3ith the P6 ser %nter#ace ......................................................... 3++
About *creen Controls...................................................................... 3+3
,or6ing 3ith the Main Menus ............................................................. 3+3
About the Most Recently se& 8ist....................................................... 3+5
,or6ing 3ith Tables ........................................................................ 3+6
About Columns 9=iel&s: .................................................................... 3+"
-3
P6 'PPM ser7s /ui&e
*ho3ing or ?i&ing Columns in a Table .................................................. 3+"
*electing %tems #rom a 8ist o# A!ailable %tems......................................... 3+(
,or6ing 3ith Toolbars ..................................................................... 3+1
Customi5ing Toolbars ....................................................................... 3-+
,or6ing 3ith B*elect a ;alueB )ialog $o>es ............................................ 3-+
*electing ;alues #rom B*elect a ;alueB )ialog $o>es ................................. 3-2
,or6ing 3ith )ata in P6 ................................................................... 3-3
,or6ing 3ith )etail ,in&o3s ............................................................. 3-4
About )ashboar&sC ,or6spacesC an& ,or6groups ..................................... 3-6
About Portlets ............................................................................... 3-6
About )ata 'ntry Controls ................................................................. 3-"
Printing Pages sing P6 Printing Tools ......................................................... 3-"
Printing Pages sing .our ,eb $ro3ser ....................................................... 3-(
Managing Pro$ect Portfo!ios....................................................................... )19
About Port#olios ................................................................................... 3-1
,or6ing 3ith Port#olios .......................................................................... 3-1
Creating Port#olios............................................................................. 32+
Opening Port#olios ............................................................................. 32-
Creating Pro0ects ,hile ,or6ing 3ith Port#olios ......................................... 32-
Creating Pro0ects in a Port#olio ;ie3 *corecar& Portlet ................................. 32-
Creating Pro0ects on the Port#olio Analysis Page ......................................... 322
Assigning Pro0ects to a Port#olio............................................................. 323
)e#ining Per#ormance Threshol&s ........................................................... 323
Port#olio ;ie3s .................................................................................... 325
About Port#olio ;ie3s ......................................................................... 325
,or6ing 3ith Port#olio ;ie3s ................................................................ 325
Creating Port#olio ;ie3s ................................................................... 326
,or6ing 3ith Port#olio ;ie3 *corecar&s.................................................... 32"
,or6ing 3ith Port#olio ;ie3 $ubble Charts ................................................ 321
,or6ing 3ith Port#olio ;ie3 Pie Charts .................................................... 33-
,or6ing 3ith Port#olio ;ie3 ?istograms ................................................... 333
About Port#olio *cenarios ........................................................................ 335
About ,hat<i# Analysis ........................................................................... 335
,or6ing 3ith Port#olio *cenarios ............................................................... 336
Creating Port#olio *cenarios ................................................................. 336
Capacity Planning ................................................................................. 33"
About Capacity Planning ...................................................................... 33"
,or6ing 3ith the Capacity Planning Page.................................................. 33"
Analy5ing Role Allocation 9Capacity Planning: ......................................... 331
/sing 2eports ........................................................................................ )+1
About Reports...................................................................................... 34-
,or6ing 3ith Reports ......................................................................... 342
*che&uling Reports ............................................................................ 343
Running Reports On<)eman& ................................................................. 344
-4
Contents
;ie3ing the Report Run ?istory ............................................................. 345
Pre<&e#ine& $% Publisher Reports ............................................................ 346
About Publication *er!ices an& Reporting ..................................................... 35-
,or6ing 3ith Publication *er!ices #or Reporting.......................................... 352
Publishing P6 )ata #or Reports ........................................................... 355
)e#ining Publication Perio&s .............................................................. 355
'nabling Automatic Publishing o# P6 Pro0ect )ata #or Reports ..................... 356
'nabling Automatic Publishing o# P6 /lobal )ata #or Reports ...................... 35(
Con#iguring Publication *er!ice *ettings #or Pro0ects ................................ 35(
Manually Publishing P6 Pro0ect )ata #or Reports ...................................... 351
Manually Publishing P6 /lobal )ata #or Reports ....................................... 36+
-"porting an0 E3porting (ata .................................................................... )61
About %mporting an& '>porting )ata ........................................................... 36-
%mporting an& '>porting Pro0ects ............................................................... 362
,or6ing 3ith Prima!era DM8 Pro0ect %mport .............................................. 362
,or6ing 3ith Prima!era DM8 Pro0ect '>port .............................................. 364
,or6ing 3ith Microso#t Pro0ect %mport ..................................................... 366
,or6ing 3ith Microso#t Pro0ect '>port ..................................................... 36(
%mporting Pro0ects using Prima!era DM8 =ormat ............................................. 361
%mporting Pro0ects using Microso#t Pro0ect DM8 .............................................. 3"+
%mporting Acti!ities ............................................................................... 3"-
Creating %mport Templates #or %mporting Acti!ities ......................................... 3"-
%mporting 8ocations ............................................................................... 3"2
Creating %mport Templates #or %mporting 8ocations ......................................... 3"3
'>porting Pro0ects using Prima!era DM8 =ormat ............................................. 3"3
'>porting Pro0ects using Microso#t Pro0ect DM8 .............................................. 3"4
Con#iguring Microso#t Pro0ect Templates .................................................. 3"4
'>porting Pro0ects to '>cel ...................................................................... 3"5
'>porting Acti!ities to '>cel..................................................................... 3"5
'>porting Ris6 )ata ............................................................................... 3"6
'>porting a 8ist o# Reports....................................................................... 3"6
-ntro0ucing P6 Progress 2eporter ............................................................... ).9
,hat Can % )o 3ith P6 Progress ReporterE .................................................... 3"1
,or6ing in Timesheet ;ie3 ...................................................................... 3"1
O!er!ie3 o# Timesheet ;ie3................................................................. 3"1
Opening a Timesheet.......................................................................... 3(+
2a!igating in a Timesheet .................................................................... 3(-
A&&ing Acti!ities to a Timesheet ............................................................ 3(2
Assigning .oursel# to an Acti!ity ............................................................ 3(2
Remo!ing Acti!ities #rom a Timesheet ..................................................... 3(3
Recor&ing Actual ,or6 Time on a Timesheet.............................................. 3(3
A&&ing or ;ie3ing Timesheet 2otes ........................................................ 3(4
-5
P6 'PPM ser7s /ui&e
*ubmitting a Timesheet....................................................................... 3(4
*a!ing or Printing a Timesheet .............................................................. 3(4
Closing a Timesheet ........................................................................... 3(5
;ie3ing .our Pro0ect 8ist an& Pro0ect ,eb *ites ......................................... 3(5
*earching #or )ata ............................................................................. 3(5
,or6ing 3ith Acti!ities ........................................................................... 3(6
)isplaying a 8ist o# .our Acti!ities .......................................................... 3(6
=iltering an& *orting the Acti!ity 8ist....................................................... 3(6
*electing Acti!ity )ata Columns ............................................................. 3("
*a!ing or Printing .our Acti!ity 8ist ........................................................ 3((
Assigning .oursel# to an Acti!ity ............................................................ 3((
;ie3ing Acti!ity )etails....................................................................... 3(1
Reporting Actual ,or6 Time 3ithout a Timesheet ....................................... 3(1
Reporting )ates #or an Acti!ity .............................................................. 31+
Reporting Remaining ,or6 'stimates ....................................................... 31+
Reporting a Complete& Assignment ......................................................... 31-
;ie3ing an& Reporting Progress #or Acti!ity *teps........................................ 312
;ie3ing an& *en&ing Acti!ity =ee&bac6 .................................................... 312
;ie3ing .our Pro0ect 8ist an& Pro0ect ,eb *ites ......................................... 313
*earching #or )ata ............................................................................. 313
P6 Professiona! ...................................................................................... )9,
Re#lection Pro0ects................................................................................ 315
,hat is a re#lection ........................................................................... 315
Creating an& using re#lections ............................................................... 315
Create a Re#lection............................................................................ 316
Printing a re#lection &i##erence report ..................................................... 31"
Merging a Re#lection 3ith the *ource pro0ect ............................................. 31"
sing Re#lection pro0ects an& Acti!ity O3ner #eatures to collect an& re!ie3 acti!ity status
................................................................................................... 311
=re@uently as6e& @uestions about re#lections ............................................. 4++
=uture Perio& $uc6et Planning .................................................................. 4+2
=uture perio& buc6et planning............................................................... 4+2
=uture perio& buc6et planning =AA ......................................................... 4+3
/eneral @uestions < =uture perio& buc6et planning =AA............................. 4+4
Troubleshooting < =uture perio& buc6et planning =AA ............................... 4+5
/etting *tarte& < =uture perio& buc6et planning =AA ................................ 4-2
Application settings < =uture perio& buc6et planning =AA .......................... 4-3
'ntering an& e&iting &ata in #uture perio& buc6ets < =uture perio& buc6et planning
=AA
................................................................................................. 4-5
)eletingC copyingC an& pasting #uture perio& buc6et &ata < =uture perio& buc6et
planning =AA ................................................................................. 4-1
p&ating pro0ects < =uture perio& buc6et planning =AA ............................. 42-
A&&ingC &eletingC or replacing assignments < =uture perio& buc6et planning =AA423
%mporting an& e>porting &ata < =uture perio& buc6et planning =AA............... 424
Miscellaneous < =uture perio& buc6et planning =AA .................................. 42"
Create a #uture perio& buc6et planning layout............................................ 42"
Manually enter #uture perio& assignment !alues .......................................... 421
'&iting Past Perio& Actual *prea&s ............................................................. 432
-6
-"
Contents
'&it past perio& actual &ata ................................................................. 432
Pro0ect Chec6 Out an& Chec6 %n ................................................................ 433
Managing remote pro0ects .................................................................... 433
Chec6 out a pro0ect ........................................................................... 433
;ie3 the chec6<out status o# a pro0ect..................................................... 434
Mo&i#y chec6 in up&ate options.............................................................. 434
Chec6 in a pro0ect ............................................................................. 435
%mport #rom Contract Management............................................................. 435
8in6ing Contract Management &ata ......................................................... 435
8in6 P6 Pro#essional to Contract Management ............................................ 436
8in6 your pro0ect to a Contract Management pro0ect .................................... 436
%mport Contract Management &ata.......................................................... 43"
?o3 &ata is importe& #rom Contract Management ....................................... 43(
;ie3ing Contract Management &ocuments ................................................ 431
;ie3 Contract Management &ocuments .................................................... 44+
-1
Preface
What's New in P6 EPPM
,o lear" a*out e"ha"ceme"ts to P6 EPPM, please see the What's New in P6 EPPM
docume"t%
Cou ca" also use the P6 EPPM Cumulative Feature Overview Tool to ide"ti)y the
)eatures that have *ee" added si"ce a speci)ic release level%
About rac!e Pri"a#era P6 Enterprise Pro$ect
Portfo!io Manage"ent
Oracle Primavera P6 E"terprise Pro3ect Port)olio Ma"ageme"t -P6 EPPM. is a ro*ust
a"d easy5to5use i"tegrated solutio" )or glo*ally prioritiDi"g, pla""i"g, ma"agi"g, a"d
e1ecuti"g pro3ects, programs, a"d port)olios% 4t optimiDes role5speci)ic )u"ctio"ality
to satis)y each team mem*er's "eeds, respo"si*ilities, a"d s(ills% 4t provides a si"gle
solutio" )or ma"agi"g pro3ects o) a"y siDe, adapts to various levels o) comple1ity
+ithi" a pro3ect, a"d i"tellige"tly scales to meet the "eeds o) various roles,
)u"ctio"s, or s(ill levels i" your orga"iDatio" a"d o" your pro3ect team%
,housa"ds o) compa"ies rely o" P6 EPPM to:
Pla", schedule, a"d ma"age the right strategic mi1 o) pro3ects
Ma(e i")ormed pro3ect, cost, a"d resource ma"ageme"t decisio"s
E"ha"ce team colla*oratio" a"d +or()lo+ productivity
Ma1imiDe each pro3ect co"tri*utor's s(ills a"d respo"si*ilities
,rac( progress a"d optimiDe capacity )or ma1imum pro)ita*ility
Eeliver programs a"d pro3ects o" time a"d +ithi" *udget
7hare data +ith huma" capital, )i"a"cial ma"ageme"t, a"d e"terprise
resource pla""i"g systems
&ctual deployme"ts re2uire a variety o) data*ases, servers, applicatio"s, a"d
supporti"g tech"ologies% 0evie+ the )ollo+i"g topics to get a ge"eral u"dersta"di"g
o) the primary compo"e"ts a"d )u"ctio"ality o) the suite:
About P6 -o" page F.
About P6 Team Member Applications -o" page B.
P6 'PPM ser7s /ui&e
About P6 Progress Reporter -o" page 6.
About Oracle Universal Content Management -o" page @.
About P6 Professional -o" page @.
About Oracle ! Publisher an" the O!## Platform -o" page A.
About P6 Reporting $atabase -o" page A.
About P6 Anal%tics -o" page A.
About the Oracle usiness Process Management &uite -o" page F!.
About the P6 !ntegration AP! -o" page F!.
About P6 #PPM 'eb &ervices -o" page F1.
P6 EPPM also i"tegrates +ith ma"y other optio"al solutio"s such as Oracle Co"tract
Ma"ageme"t, Oracle Primavera 0is( &"alysis, Oracle PPM, a"d Oracle Cost Ma"ager%
2+
,or6ing 3ith the Oracle Prima!era P6 'PPM *uite
Wor%ing with the rac!e Pri"a#era P6 EPPM &uite
Eepe"di"g o" your orga"iDatio"'s speci)ic deployme"t, P6 EPPM ge"erally co"sists
o) the applicatio"s, )u"ctio"s, a"d data*ases depicted *elo+%
App!ications4
P6: Most users +ill rely almost e1clusively o" the P6 +e* applicatio" ru""i"g i" a
sta"dard +e* *ro+ser% 7imply termed P6, it is the primary i"ter)ace )or
admi"isteri"g a"d ma"agi"g pro3ects%
P6 Team Member Applications: Optio"al applicatio"s )or team mem*ers to
use to provide status o" their tas(s%
P6 Team Member Web: ,his +e* applicatio" allo+s team mem*ers to provide
status o" their tas(s usi"g a +e* *ro+ser%
P6 Team Member for iPhone app: ,his iPho"e app allo+s team mem*ers to
provide status o" their tas(s +hile +or(i"g =o" the go=%
2-
P6 'PPM ser7s /ui&e
E-mail Statusing Service: ,his method allo+s team mem*ers to provide status
o" their tas(s usi"g a"y 6,M9 or plai" te1t e5mail applicatio"%
P6 Professional for EPPM: ,he P6 +e* applicatio" is the mai" i"ter)ace )or all
pro3ect ma"ageme"t )u"ctio"ality/ ho+ever, you ca" also use the P6 Pro)essio"al
so)t+are to ta(e adva"tage o) its core pro3ect pla""i"g a"d scheduli"g
)u"ctio"ality% ,he P6
Pro)essio"al applicatio" a"d its )eatures, i"cludi"g ,imescaled 9ogic Eiagrams
-,79Es., ru" o" Microso)t 8i"do+s% P6 Pro)essio"al is also availa*le )or users +ho
"eed to +or( o"
their pro3ects i" a" o))li"e mode%
P6 Progress Reporter: P6 EPPM i"cludes the P6 Progress 0eporter i"tegrated
timesheet e"try so)t+are% 0esources use P6 Progress 0eporter to record their time
spe"t +or(i"g o" assig"me"ts via electro"ic timesheets, a"d approvi"g ma"agers
use P6 to revie+ a"d approve them%
P6 Integration API: & 'ava5*ased applicatio" programmi"g i"ter)ace -&P4. e"a*li"g
your
P6 EPPM deployme"t to i"ter)ace +ith other compo"e"ts a"d systems%
P6 EPPM Web Services : P6 EPPM 8e* 7ervices is a" i"tegratio" tech"ology that
e1te"ds P6 *usi"ess o*3ects a"d )u"ctio"ality% Gased o" ope" sta"dards i"cludi"g
7O&P, HM9 a"d 87E9, P6 EPPM 8e* 7ervices e"a*les developers to leverage
sta"dard i"ter)aces to create i"tegrated so)t+are solutio"s that i"teroperate +ith a
+ide variety o) e"terprise so)t+are applicatio"s ru""i"g o" a diversity o) hard+are
a"d operati"g system plat)orms%
P6 Analtics: &" optio"al i"tegrated dy"amic reporti"g tool +ith adva"ced
visual )eatures, i"cludi"g dash*oards%
5unctiona!ity 6inc!u0e0 with P6 EPPM74
!ore Enterprise "unctionalit: Use P6 )or all o) the )ollo+i"g core e"terprise
)u"ctio"ality:
A#ministration an# Enterprise $ata: &dmi"ister user accou"ts,
pre)ere"ces, vie+s, applicatio" setti"gs, a"d e"terprise data%
Pro%ect& Portfolio& an# Resource Management: P6 provides a" e1te"sive
array o) )eatures desig"ed to optimiDe all phases o) Pro3ect Ma"ageme"t,
0esource Ma"ageme"t, a"d Port)olio Ma"ageme"t% 4t i"cludes )ull support )or
activities, +or( *rea(do+" structures, pla""i"g a"d scheduli"g, costs,
resource admi"istratio" a"d assig"me"t, roles, teams, port)olio a"alysis,
capacity pla""i"g, 0etur" o" 4"vestme"t -0O4., a"d co"ve"ie"t dash*oards
)or measuri"g per)orma"ce at every level at a"y mome"t%
$ocuments: P6 i"cludes docume"t ma"ageme"t support +ith or +ithout
the optio"al docume"t repository optio"% Use the optio"al docume"t
colla*oratio" )eatures to co"duct docume"t revie+s +ith (ey sta(eholders
to (eep pro3ects movi"g or meet regulatory complia"ce%
Wor'(o)s: ,he +or()lo+ e"gi"e *u"dled +ith P6 EPPM provides Gusi"ess
Process Modeli"g <otatio" -GPM<. complia"t graphical "otatio" that depicts
the steps i" your pro3ect i"itiatio" +or()lo+s% Use the i"tegrated 8or()lo+s
portlet to coordi"ate the se2ue"ce o) tas(s that )lo+ *et+ee" di))ere"t
process participa"ts i" a series o) stages%
22
Reports: Ge"erate a"d vie+ reports usi"g your sta"dard +e* *ro+ser ru""i"g
P6%
0eports ca" *e ge"erated a"d routed via e5mail, saved to a shared or local
)ile, or pri"ted to a traditio"al pri"ter%
Planning an# Sche#uling: ,he P6 Pro)essio"al compo"e"t o) the suite provides a
ro*ust set o) )eatures primarily )or pla""ers a"d schedulers, i"cludi"g 0e)lectio"
Pro3ects, 7chedule Compariso" -Claim Eigger., a"d a report desig"er% Use the
Timescale# *ogic $iagram -,79E. )eature to create a"d customiDe co"de"sed
visual depictio"s o) comple1 pro3ect schedule i")ormatio"%
Time Reporting: P6 EPPM i"cludes P6 Progress 0eporter, a" optio"al i"tegrated
timesheet e"try applicatio" +ith revie+ a"d approval support i" P6%
Integrate# Solutions: Guild or deploy other systems a"d use the P6 4"tegratio" &P4
or P6
EPPM 8e* 7ervices to i"tegrate them +ith P6 EPPM%
Integrate# Enterprise Reporting )ith P6 Analtics: E1te"d your solutio" *y
addi"g P6
&"alytics +ith the Oracle Gusi"ess 4"tellige"ce -OG4. metadata layer to )acilitate
the creatio" o) ad hoc reports a"d i"teractive custom dash*oards re)lecti"g
tre"ds a"d
metrics )or activities, port)olios, resource assig"me"ts, utiliDatio", a"d pro3ect
history% &lso
receive proactive alerts *ased o" i"tegrated report data mi"ed )rom the OE7 a"d
7tar data*ases%
*echno!ogy4
The P6 EPPM $atabase: ,he mai" data*ase )or all your P6 EPPM data% ,he EPPM
data*ase i"cludes the P6 E1te"ded 7chema optimiDed )or reporti"g%
+PM Wor'(o): ,he separate +or()lo+ e"gi"e *u"dled +ith P6 EPPM%
,racle +I Publisher: ,he data*ase server hosti"g the reporti"g li*rary,
templates, a"d vie+s re2uired to *uild comple1 reports +ith ease%
The Reporting $atabase: ,he P6 0eporti"g Eata*ase portio" o) the suite co"sists
o) the 7tar data*ase a"d the Operatio"al Eata 7tore -OE7. data*ase% Each o) these
pull data )rom the P6 EPPM E1te"ded ;ie+s, +hich ca" the" *e used to create
reports% ,he 7tar data*ase accumulates pro3ect data over time, providi"g *aseli"es
)or trac(i"g tre"ds a"d )or adva"ced *usi"ess i"tellige"ce% Users ca" vie+ the data
*y usi"g Oracle Gusi"ess 4"tellige"ce &"s+ers a"d Eash*oards% ,he OE7 data*ase
e"a*les users to access de"ormaliDed, relatio"al vie+s o) P6 EPPM data *y usi"g
tools such as Oracle Gusi"ess 4"tellige"ce Pu*lisher%
,racle -niversal !ontent Management: ,his server hosts docume"ts i" a
shared repository e"a*li"g colla*orative )u"ctio"ality such as docume"t chec(5
i"#chec(5out a"d versio"i"g%
About P6
P6 is the mai" +e* applicatio" o) the P6 EPPM solutio"% P6 provides e"terprise5+ide
+e* access to )eatures arra"ged i"to the )ollo+i"g mai" sectio"s:
23
P6 'PPM ser7s /ui&e
Eash*oards
Port)olios
Pro3ects
0esources
0eports
&dmi"istratio"
P6 is a complete E"terprise Pro3ect Port)olio Ma"ageme"t applicatio" +ith a po+er)ul
*ut easy5to5use i"ter)ace% 4t completely trac(s pro3ects, port)olios, a"d resources
across their )ull li)ecycles capturi"g all related costs, issues, ris(s, a"d per)orma"ce
metrics alo"g the +ay% 4t also supports pro3ect templates, allo+i"g you to reuse
pro3ects i" )ull or i" part% 4t is desig"ed )or orga"iDatio"s that "eed to ma"age
multiple pro3ects simulta"eously
a"d support multi5user access across 3o* sites a"d throughout the e"tire
orga"iDatio"%
,he user i"ter)ace provides structured me"us +here you ca" access a +ide ra"ge
o) data vie+s a"d )eatures that e"a*le you to ma"age your pro3ects )rom i"itial
co"cept revie+ a"d approval through to completio"% Cou ca" customiDe your o+"
+e* pages, called dash*oards, to create a custom vie+ o) the speci)ic pro3ects a"d
categories o) pro3ect data that are most releva"t to your role i" ma"agi"g pro3ects
a"d resources% Pro3ect +or(spaces a"d +or(groups e1te"d the model o)
customiDa*le, )ocused data vie+s *y e"a*li"g desig"ated pro3ect mem*ers to
create a u"i)orm vie+ o) data that relates to o"e speci)ic pro3ect or to a su*set o)
activities +ithi" a pro3ect%
Users update progress o" their tas(s i" a *ro+ser ru""i"g P6 or P6 ,eam Mem*er
8e*, a" e5mail applicatio" e1cha"gi"g messages +ith the P6 server, or usi"g the P6
,eam Mem*er )or iPho"e app% &s a" alter"ative to usi"g a"y o) these three methods
)or updati"g status, your orga"iDatio" may elect to use P6 Progress 0eporter, the
8e*5*ased timesheet ma"ageme"t applicatio" o) P6 EPPM% P6 provides ce"traliDed
resource admi"istratio", pla""i"g, a"d ma"ageme"t, +hich eve" i"cludes resource
timesheet approval a"d the a*ility to commu"icate +ith pro3ect resources +ho use
P6 Progress 0eporter% Use P6 to match people +ith roles a"d pro)icie"cy levels, a"d
the" use that i")ormatio" to assig" tas(s e))ectively%
P6 i"cludes ro*ust reporti"g, +or()lo+, e5mail "oti)icatio"s, eve"ts, a"d docume"t
colla*oratio" a"d revie+ )eatures% 4t is also the si"gle source )or all core
admi"istrative )u"ctio"s, i"cludi"g ce"traliDed e"terprise data, user accou"ts,
applicatio" setti"gs, a"d security )or all users i" P6 EPPM%
About P6 *ea" Me"ber App!ications
,he P6 ,eam Mem*er suite o) applicatio"s is desig"ed )or i"dividual co"tri*utors, or
team mem*ers, to record status o" their tas(s +ithout the "eed to lear" a"
e"terprise pro3ect ma"ageme"t applicatio"% ,he P6 ,eam Mem*er applicatio"s are
P6 ,eam Mem*er )or iPho"e app, P6 ,eam Mem*er 8e*, a"d E5mail 7tatusi"g
7ervice% ,hese applicatio"s provide 2uic(, co"ve"ie"t, a"d easy access to assig"ed
tas(s usi"g the plat)orm or device that accommodates your li"e o) +or(%
24
Cour pro3ect ma"ager uses P6 to create a"d update the pro3ect schedule a"d tas(
list% Eepe"di"g o" the pro3ect pre)ere"ces the ma"ager selected +he" creati"g the
pro3ect i" P6, the updates you ma(e i" P6 ,eam Mem*er applicatio"s +ill apply
immediately, or they may re2uire approval *e)ore updates are applied to the pro3ect%
4) you are a" activity o+"er or you are associated +ith a resource assig"ed to tas(s
i" P6, all P6 ,eam Mem*er applicatio"s e"a*le you to:
;ie+ o"ly your assig"ed tas(s%
Provide status o" your tas(s% ,he pro3ect ma"ager customiDes the status )ields
i" your vie+% ,hese )ields ca" i"clude time spe"t, time le)t, I complete,
remai"i"g duratio", a"d start a"d )i"ish dates%
P6 *ea" Me"ber for iPhone App
Cou ca" use the P6 ,eam Mem*er )or iPho"e app to:
Modi)y your vie+ to group your tas( list *y pro3ect a"d *y curre"t status, i"cludi"g
&ctive, Overdue, 7tarred, or Completed%
Mar( a tas( +ith a star to sig"i)y importa"ce% Cou ca" vie+ all starred tas(s i"
o"e list +he" you vie+ your tas( list *y the 7tarred optio"%
Commu"icate +ith the pro3ect ma"ager or other team mem*ers through e5mail%
4) a picture helps illustrate your message, you ca" also ta(e a picture +ith your
iPho"e a"d attach it to your e5mail%
8or( +ith multiple tas(s at o"e time% Cou ca" star or mar( complete o"e or more
tas(s +he" i" edit mode%
P6 *ea" Me"ber Web
Cou ca" use P6 ,eam Mem*er 8e* to:
Modi)y your vie+ to )ilter your tas( list *y pro3ect a"d *y curre"t status, i"cludi"g
&ctive, Overdue, 7tarred, or Completed%
Mar( a tas( +ith a star to sig"i)y importa"ce% Cou ca" vie+ all starred tas(s i"
o"e list +he" you vie+ your tas( list *y the 7tarred optio"%
;ie+ a list o) all your steps )or a tas(% Cou ca" e"ter the I complete to sho+
progress a"d mar( as complete +he" you )i"ish a step%
;ie+ predecessor a"d successor tas(s a"d se"d tas( o+"ers e5mail%
Commu"icate +ith the pro3ect ma"ager or other team mem*ers through e5mail%
E8"ai! &tatusing &er#ice
Cou ca" use E5mail 7tatusi"g 7ervice to:
0e2uest a list o) your curre"t tas(s through e5mail usi"g the e5mail accou"t
associated +ith your P6 user accou"t% Cou ca" re2uest a )iltered list o) tas(s *y
pro3ect, time )rame, or *y curre"t status, i"cludi"g &ctive, Eue, Overdue,
Completed, or 7tarti"g%
0eply to the e5mail you receive +ith your tas( list, record your progress, a"d se"d
your updates%
25
P6 'PPM ser7s /ui&e
.ote: Eecide to use o"e o) the )ollo+i"g supported plat)orms
)or progressi"g tas(s:
P6 +ith optio"al support )or updates usi"g the P6 ,eam
Mem*er applicatio"s
P6 Progress 0eporter
!aution: 4) users "eed to use timesheets, they should use o"ly P6
Progress 0eporter a"d avoid usi"g P6 ,eam Mem*er
applicatio"s to update their status%
About P6 Progress 2eporter
,he P6 Progress 0eporter module is a 8e*5*ased pro3ect commu"icatio" a"d
time(eepi"g system% &s a team5level tool )or pro3ect participa"ts, it helps pro3ect
participa"ts )ocus o" the +or( at ha"d +ith a simple cross5pro3ect to5do list o) their
upcomi"g assig"me"ts% Pro3ect team mem*ers ca" record time +or(ed a"d e"ter
i")ormatio" a*out their pro3ect assig"me"ts% 0egardless o) locatio", team mem*ers
ca" commu"icate timesheet a"d activity status directly to their ma"agers%
Gecause all pro3ect participa"ts ca" use P6 Progress 0eporter to e"ter up5to5the5
mi"ute i")ormatio" a*out their assig"me"ts a"d to record the time they spe"t
+or(i"g o" each o"e, pro3ect ma"agers ca" ma(e crucial pro3ect decisio"s +ith the
co")ide"ce that o"ly comes )rom havi"g the most curre"t i")ormatio" possi*le%
,imesheet revie+ a"d approval ta(es place directly )rom +ithi" P6%
4" P6 Progress 0eporter, actual hours are "ot applied directly to the schedule%
4"stead, the time is su*mitted a"d may u"dergo multiple levels o) approval or
re3ectio" *e)ore *ei"g i"corporated i"to the pro3ect schedule usi"g the P6 Appl
Actuals )eature%
Mem*er applicatio"s
26
About rac!e /ni#ersa! Content Manage"ent
4"tegrated +ith P6, Oracle U"iversal Co"te"t Ma"ageme"t -UCM. tur"s cluttered,
o)te" u"structured co"te"t i"to orga"iDed assets *y ma(i"g it easier to catalog,
access, search, a"d reuse% &ll popular docume"t )ormats such as 6,M9, HM9, EOC,
H97, G4>, a"d PE> are supported%
Usi"g P6 +ith UCM, pro3ect participa"ts ca" *etter ma"age their docume"ts%
7peci)ic )u"ctio"s i"clude:
Upload "e+ docume"ts )or storage i" the u"i)ied UCM data*ase
CategoriDe docume"ts +ithi" )olders )or *etter orga"iDatio"
9i"( pro3ects, 8G7 eleme"ts, activities, a"d issues to docume"ts
Chec( i" a"d chec( out docume"ts -versio" co"trol.
0evie+ docume"ts
Cou ca" also e1te"d UCM to deliver co"te"t via 8e* sites, des(tops, 077 )eeds,
mo*ile devices, a"d P6 EPPM 8e* 7ervices%
.ote: Microso)t 7harepoi"t provides the same core )u"ctio"ality as
UCM a"d ca" *e seamlessly i"tegrated +ith P6%
About P6 Professiona!
P6 Pro)essio"al is a separate compo"e"t that i"tegrates traditio"al pro3ect
ma"ageme"t +ith streamli"ed resource a"d cost ma"ageme"t% 4t is ideal )or
pla""ers a"d schedulers%
.ote: 4) you decide to use P6 Pro)essio"al a"d co""ect to a P6
EPPM data*ase, you must still use P6 to admi"ister user
accou"ts, e"terprise data, a"d other setti"gs%
P6 Pro)essio"al co""ected to a P6 EPPM data*ase i"cludes a su*set o) the P6
)eatures% P6 Pro)essio"al also i"cludes several o) its o+" specialiDed )eatures% &s a
primary e1ample, P6 Pro)essio"al i"cludes the ,imescaled 9ogic Eiagrams )eature
)or the creatio", vie+i"g, a"d modi)icatio" o) timescaled logic diagrams -,79Es.%
,79Es co"de"se the pro3ect pla" displayed i" the Ga"tt chart i"to a more co"cise
visual s"apshot illustrati"g the chai" o) activities that drive the pro3ect schedule% P6
Pro)essio"al is also availa*le )or users +ho "eed to +or( o" their pro3ects i" a"
o))li"e mode%
.ote: ,he ,79E )eature is desig"ed )or use +ith the P6
Pro)essio"al applicatio" a"d does "ot +or( +ith the P6 +e*
applicatio"%
2"
P6 'PPM ser7s /ui&e
About rac!e 9- Pub!isher an0 the 9-EE P!atfor"
G4 Pu*lisher is i"tegrated +ith the P6 EPPM E1te"ded 7chema to deliver o"5
dema"d +e*5*ased reporti"g through P6%
Cou have the optio" o) e1pa"di"g the capa*ilities o) P6 EPPM usi"g these
compo"e"ts%
,racle +usiness Intelligence Publisher: Oracle Gusi"ess 4"tellige"ce Pu*lisher
-)ormerly HM9 Pu*lisher. is a" e"terprise reporti"g solutio" allo+i"g you to desig",
ma"age, a"d deliver highly )ormatted docume"ts% Gecause it is *uilt o" ope"
sta"dards, your 4, developers ca" create data models agai"st practically a"y data
source a"d use G4 Pu*lisher &P4s to *uild custom applicatio"s leveragi"g e1isti"g
data sources a"d i")rastructure% G4 Pu*lisher users ca" desig" report layouts usi"g
)amiliar des(top tools, reduci"g the time a"d cost "eeded to develop a"d mai"tai"
reports% E1tremely eJicie"t a"d highly scala*le, G4 Pu*lisher ca" ge"erate
docume"ts +ith mi"imal impact to tra"sactio"al systems% Usi"g the co"ve"ie"t P6
+e* i"ter)ace, reports ca" *e vie+ed o"li"e or scheduled )or delivery%
,racle +usiness Intelligence Enterprise E#ition /,+IEE0: E1pa"d your
*usi"ess i"tellige"ce capa*ilities +ith this optio"al )ou"datio" plat)orm% OG4EE
e"a*les your orga"iDatio" to *uy a"d plug i" ready5to5ru" a"alytics pac(ages or to
*uild your o+" applicatio"s o" o"e commo" G4 architecture%
About P6 2eporting (atabase
4" additio" to the "ative e"terprise reporti"g availa*le "o+ +ith P6 EPPM, the P6
0eporti"g Eata*ase provides a po+er)ul data +arehouse solutio" that co"tai"s:
& 7,&0 schema that allo+s )or multi5dime"sio"al a"alysis o) P6 EPPM data,
i"cludi"g calculated )ields as +ell as spread a"d historical i")ormatio"%
&" Operatio"al Eata 7tore -OE7. schema that provides a de5"ormaliDed,
relatio"al vie+ o) all your P6 EPPM data i"cludi"g calculated )ields a"d spread
i")ormatio"%
About P6 Ana!ytics
P6 &"alytics provides a" i"5depth a"d comprehe"sive method )or gatheri"g,
a"alyDi"g, shari"g, a"d stori"g pro3ect per)orma"ce, pro3ect history, resource
assig"me"t, a"d utiliDatio" data% Use the P6 &"alytics add5o" applicatio" +ith P6
EPPM to create po+er)ul custom dash*oards a"d reports to help your orga"iDatio"
ma(e *etter *usi"ess decisio"s% P6 &"alytics re2uires Oracle Gusi"ess 4"tellige"ce
E"terprise Editio" -OG4EE. or Oracle Gusi"ess 4"tellige"ce 7ta"dard Editio" O"e
-OG47E O"e.%
Guilt upo" the Oracle Gusi"ess 4"tellige"ce -OG4. suite, P6 &"alytics delivers a
catalog o) re2uests that provide a" i"teractive +ay o) vie+i"g, a"alyDi"g, a"d
evaluati"g P6 EPPM data% 4" additio", it provides a 0epository -0PE. )ile +hich
co"tai"s the data mappi"gs *et+ee" the physical data a"d the prese"tatio" layer
o) OG4%
2(
,he dash*oards provide detailed i"sight i"to your P6 EPPM data, through the use o)
a"alytical charts, ta*les, a"d graphics% Eash*oards have the a*ility to "avigate to
other re2uests, to provide precise root cause a"alysis% 4" additio", you ca" co")igure
i"dividual re2uests +ith the P6 EPPM &ctio" 9i"(, +hich e"a*les you to "avigate
directly to your P6 site )or true =4"sight to &ctio"= capa*ilities% 0eports created +ith
Oracle G4 &"alysis ca" *e saved i" the Oracle G4 Prese"tatio" Catalog, a"d ca" *e
i"tegrated i"to a"y Oracle G4 home page or dash*oard% 0esults ca" *e e"ha"ced
through optio"s such as charti"g, result layout, calculatio", a"d drill5do+" )eatures%
4" summary, use P6 &"alytics to:
Per)orm root5cause a"alysis a"d employ ma"ageme"t5*y5e1ceptio"%
Gather critical i"sights i"to curre"t a"d historical per)orma"ce o) all
pro3ects, programs, a"d port)olios%
Ma(e *etter decisio"s to elimi"ate pro3ect )ailure%
Kuic(ly visualiDe critical pro3ect per)orma"ce i" early stages )rom dash*oards%
Predict a"d ide"ti)y cost tre"ds early i" pro3ect li)ecycle to rescue trou*led
pro3ects%
Gai" visi*ility i"to resource per)orma"ce through s5curves i" dash*oards
+ith i"teractive dash*oards you ca" drill do+" to e1ami"e the root5cause
pro*lem%
7ho+ sta))i"g "eeds *y port)olio +ith early +ar"i"g i"dicators )or
upcomi"g u"der5sta))ed pro3ect +or(%
Perfor"ance (ata
P6 &"alytics provides a" 0PE )ile to *e used +ith the Oracle Gusi"ess 4"tellige"ce
suite% ,he 0PE )ile co"tai"s:
& physical represe"tatio" o) the 7tar schema%
& *usi"ess layer +here customiDed calculatio"s are per)ormed%
& prese"tatio" layer that groups all o) the 7tar data*ase )ields i"to logical
su*3ect areas%
,he 0PE delivers a" e1te"sive amou"t o) ear"ed value, cost, u"it, perce"t complete,
a"d other (ey per)orma"ce i"dicators% 4t e"a*les data to *e sliced *y items such as
time, pro3ect, eps, port)olios, activities, a"d resources%
P6 &"alytics delivers a sample dataset -7tar. )rom +hich the Eash*oards a"d
&"alyses re2uests i" the catalog are *uilt% ,his sample data ca" *e used to vie+
the po+er o) Eash*oards a"d &"alyses re2uests delivered i" the catalog, +hich +ill
give the user a" idea o) ho+ the catalog ca" *e i"tegrated +ith their data% >or
i")ormatio" o" co")iguri"g the sample dataset, see the 7ampleEata%pd) docume"t
that is i"cluded i" the P6&"alyticsL7ample )older o" your release media pac( or
do+"load%
21
P6 'PPM ser7s /ui&e
*he &tar (atabase
,he 7tar data*ase e"a*les your orga"iDatio" to per)orm adva"ced *usi"ess a"alysis
o" pro3ect a"d port)olio data% 4t supplies a dime"sio"al schema that orga"iDes P6
EPPM hierarchical relatio"ships, e"a*les the highest level o) 2uery e))icie"cy a"d
)le1i*ility i" data a"alysis, a"d accumulates pro3ect data over time% ,his provides
orga"iDatio"s +ith *aseli"es )or trac(i"g tre"ds a"d )or adva"ced *usi"ess
i"tellige"ce%
About the rac!e 9usiness Process Manage"ent &uite
,he Oracle Gusi"ess Process Ma"ageme"t -GPM. 7uite provides a" i"tegrated
e"viro"me"t )or developi"g, admi"isteri"g, a"d usi"g *usi"ess applicatio"s
ce"tered arou"d *usi"ess processes% GPM supports GPM a"d GPE9 sta"dards )rom
modeli"g a"d impleme"tatio" to ru"5time a"d mo"itori"g%
P6 directly i"tegrates +ith GPM 1!g a"d 11g allo+i"g you to i"itiate a"d
ma"age +or()lo+s% Cou ca" use a sample pro3ect i"itiatio" +or()lo+ that
comes +ith the P6 sample data*ase )or GPM 1!g%
9oo(i"g to+ard the )uture, you ca" e1pa"d your i"vestme"t i" GPM to i"clude
+or()lo+s represe"ti"g more stages o) your applicatio", program, pro3ect, or
product developme"t li)e cycle )rom desig"5time a"d impleme"tatio" to ru"5time
a"d applicatio" ma"ageme"t%
,he Oracle GPM 7uite e"a*les you to:
Create a"d customiDe *usi"ess processes, models, a"d sta"dards usi"g pre5
de)i"ed compo"e"ts )or +e*5*ased applicatio"s%
Colla*orate *et+ee" process developers a"d process a"alysts%
E1pa"d *usi"ess process ma"ageme"t to i"clude )le1i*le, u"structured
processes%
4"tegrate your applicatio"s +ith 8e* 7ervices%
&dd dy"amic tas(s a"d support approval routi"g usi"g declarative patter"s
a"d rules5drive" )lo+ determi"atio"%
U"i)y di))ere"t stages o) your developme"t li)e cycle *y addressi"g e"d5to5e"d
re2uireme"ts )or developi"g process5*ased applicatio"s% Oracle GPM 11g u"i)ies
the desig", impleme"tatio", ru" time, a"d mo"itori"g stages *ased o" a
7ervice5Orie"ted &rchitecture -7O&. i")rastructure% ,his allo+s di))ere"t
perso"as to participate through all stages o) the +or()lo+ li)e5cycle%
.ote: GPM 1!g a"d 11g have their o+" guides% Ma(e sure you
are usi"g the correct guide )or your versio" o) GPM%
About the P6 -ntegration AP-
,he P6 4"tegratio" &P4 is a 'ava5*ased &pplicatio" Programmi"g 4"ter)ace -&P4.
a"d server that e"a*les developers to create applicatio" code alig"ed +ith P6
EPPM *usi"ess rules i" order to seamlessly access P6 EPPM data%
3+
,here to /et )ocumentation
About P6 EPPM Web &er#ices
P6 EPPM 8e* 7ervices e"a*les your orga"iDatio" to seamlessly i"tegrate P6 EPPM
)u"ctio"ality i"to other applicatio"s usi"g ope" sta"dards, la"guages, a"d
protocols, i"cludi"g E1te"si*le Mar(up 9a"guage -HM9., 7imple O*3ect &ccess
Protocol -7O&P., 7ervice5Orie"ted &rchitecture -7O&., a"d 8e* 7ervice Ee)i"itio"
9a"guage -87E9.% P6
EPPM 8e* 7ervices e"a*les your orga"iDatio" to share P6 EPPM data *et+ee"
applicatio"s i"depe"de"t o) operati"g system or programmi"g la"guage% Use P6
EPPM
8e* 7ervices +he" you "eed to e1te"d or customiDe i"tegrated )u"ctio"ality, )or
e1ample, +ith GPM +or()lo+s, eve"ts, or )orms5*ased applicatio"s%
Where to 'et (ocu"entation
>or the most up5to5date versio"s o) all ma"uals a"d tech"ical docume"ts
related to i"stalli"g, admi"isteri"g, a"d usi"g P6 EPPM, go to:
ht t p :/ /" o ( n lo a " .o r ac le . com /" ocs /c " /# )* + , + - + . /in " e / .h t m
Most docume"tatio" assumes a sta"dard setup o) the product, +ith )ull access
rights to all )eatures a"d )u"ctio"s%
Cou ca" also access the versio"s o) the product ma"uals a"d tech"ical docume"ts
that +ere availa*le at the time o) the release )rom the P6 EPPM Eocume"tatio"
Ce"ter, located i" the LEocume"tatio"LEocume"tatio"Mli*raryLNla"guageO )older o)
the P6
EPPM physical media or do+"load%
,he )ollo+i"g ta*le descri*es the core docume"ts availa*le )or P6 EPPM a"d lists
the recomme"ded readers *y role% P6 EPPM roles are descri*ed i" the !Plannin"
#our P6
EPPM $mplementation guide%
*it!e (escription
What's New in P6 EPPM 6ighlights the "e+ a"d e"ha"ced )eatures
i"cluded i" this release%
Cou ca" also use the P6 EPPM Cumulative Feature
Overview Tool to ide"ti)y the )eatures that have
*ee" added si"ce a speci)ic release level%
&ll users should read this guide%
Plannin" #our P6
EPPM $mplementation
,his *oo( provides i")ormatio" o" pla""i"g your
impleme"tatio"% 4t provides a" i"stallatio" process
overvie+, )re2ue"tly as(ed 2uestio"s, clie"t a"d
server re2uireme"ts, a"d security i")ormatio"%
,he P6 EPPM "et+or( admi"istrator#data*ase
3-
P6 'PPM ser7s /ui&e
*it!e (escription
admi"istrator a"d P6 admi"istrator should read
this guide%
P6 EPPM
$nstallation and
Con&i"uration
'uide
P6 EPPM
$nstallation and
Manual
Con&i"uration
'uide
P6 EPPM Post
$nstallation
Administrator's
'uide
,his docume"tatio" set e1plai"s ho+ to i"stall
a"d co")igure the P6 EPPM usi"g the P6 EPPM
4"stallatio" a"d Co")iguratio" +iDards%
this guide%
,his docume"tatio" set e1plai"s ho+ to i"stall
a"d co")igure the P6 EPPM usi"g the P6 EPPM
4"stallatio" +iDards, a"d ho+ to ma"ually
co")igure i"dividual compo"e"ts%
this guide%
O"ce you have i"stalled a"d co")igured your P6
EPPM applicatio"s, this guide +ill tell you ho+ to get
started usi"g them% Cou +ill +a"t to complete most
o) the tas(s i" this guide *e)ore you let your users
+or( +ith these applicatio"s% ,hese tas(s i"clude
i")ormatio" a*out co")iguri"g your users a"d
security setti"gs a"d privileges, setti"g your P6
&dmi"istrator applicatio" a"d P6 Progress 0eporter
&dmi"istrator setti"gs, a"d
)i"aliDi"g your P6 4"tegratio" &P4 a"d P6 EPPM 8e*
7ervices setti"gs%
this guide%
Tested Con&i"urations 9ists the co")iguratio"s that have *ee" tested
a"d veri)ied to +or( +ith P6 EPPM% ,he "et+or(
admi"istrator#data*ase admi"istrator a"d P6
EPPM admi"istrator should read this docume"t%
P6 EPPM (ser's 'uide ,his guide e1plai"s ho+ to pla", set up, a"d ma"age
pro3ects i" a multiuser e"viro"me"t% 4) you are "e+ to
P6
EPPM, start +ith this guide to lear" ho+ to use the
so)t+are eJectively to pla" a"d ma"age pro3ects%
8he" you "eed more detail, re)er to the P6 6elp%
,he program ma"ager, pro3ect ma"ager,
resource#cost ma"ager, a"d team leader should
read this guide%
P6 Data Dictionar ,his data dictio"ary de)i"es )ields used i" P6%
32
,here to /et )ocumentation
*it!e (escription
P6 Team Mem)er
(ser's 'uide
P6 ,eam Mem*er 8e*
6elp
P6 ,eam Mem*er
)or iPho"e 6elp
P6 Pro&essional &or
EPPM *elp
,his guide e1plai"s ho+ to status activities usi"g P6
,eam Mem*er applicatio"s, +hich are P6 ,eam
Mem*er 8e*, P6 ,eam Mem*er )or iPho"e, a"d E5
mail 7tatusi"g 7ervice%
Eescri*es ho+ to use P6 ,eam Mem*er 8e* to
provide status o" activities% ,eam mem*ers should
read this 6elp%
Eescri*es ho+ to use the P6 ,eam Mem*er )or
iPho"e app to provide status o" activities% ,eam
mem*ers should read this 6elp%
E1plai"s ho+ to use P6 Pro)essio"al )or EPPM to pla",
set up, a"d ma"age pro3ects i" a multiuser
e"viro"me"t% 4) you are "e+ to P6 Pro)essio"al, use
this 6elp to lear" ho+ to use the so)t+are eJectively
to pla" a"d ma"age pro3ects% ,he P6 Pro)essio"al
admi"istrator, program ma"ager, pro3ect ma"ager,
resource#cost ma"ager, a"d team leader should read
this 6elp%
P6 *elp Eescri*es ho+ to create, ma"age, pla", a"d
schedule pro3ects, group pro3ects i"to port)olios,
admi"ister all e"terprise data, applicatio" setti"gs,
user accou"ts, a"d security pro)iles, mai"tai" *oth
the orga"iDatio"al *rea(do+" structure -OG7. a"d
e"terprise pro3ect structure -EP7., ma"age resources
a"d roles, trac( ris(s, issues, a"d "ote*oo(s, create
a"d reuse templates, evaluate *udgets, a"alyDe
per)orma"ce a"d 0O4 )or pro3ect port)olios,
participate i" +or()lo+s a"d docume"t revie+s,
approve timesheets, a"d ge"erate reports% ,he
operatio"s e1ecutive, P6 EPPM a"d P6 admi"istrator,
program ma"ager, pro3ect ma"ager, resource#cost
ma"ager, a"d team leader should read this 6elp%
P6 Pro"ress
+eporter
Administrator *elp
P6 Pro"ress
+eporter
*elp
Eescri*es ho+ to e"ter data*ase co""ectio"
i")ormatio" )or the P6 Progress 0eporter server a"d
modi)y P6 Progress 0eporter server a"d applicatio"
setti"gs% ,he P6 EPPM "et+or(
admi"istrator#data*ase admi"istrator should read
this 6elp%
Eescri*es ho+ to use P6 Progress 0eporter to e"ter
a"d update time spe"t o" assig"me"ts% ,eam
mem*ers should read this 6elp%
33
P6 'PPM ser7s /ui&e
*it!e (escription
Primavera
Timescaled
,o"ic Dia"ram *elp
P6 EPPM We)
-ervices
Pro"rammer.s 'uide,
a"d P6 EPPM We)
-ervices +e&erence
Manual
P/ to P6 EPPM
Mi"ration
'uide
Eescri*es ho+ to create, modi)y, a"d ma"age
,imescaled 9ogic Eiagrams% ,imescaled 9ogic
Eiagrams co"de"se the pro3ect schedule displayed i"
the Ga"tt Chart i"to a more reada*le, easier to
u"dersta"d )ormat that provides a s"apshot o) the
e"tire pro3ect pla" a"d the chai"s o) activities that
drive the pro3ect schedule% ,he ,imescaled 9ogic
Eiagram applicatio" ca" *e used o"ly +ith P6
Pro)essio"al%
,he P6 EPPM We) -ervices Pro"rammer.s 'uide,
availa*le as a" 6,M9 help system, descri*es ho+ to
i"vo(e, use, a"d trou*leshoot the availa*le
services#operatio"s +ithi" supported e"viro"me"ts%
,he P6 EPPM We) -ervices +e&erence Manual, also
availa*le as a" 6,M9 help system, descri*es all
services a"d operatio"s availa*le i" P6 EPPM 8e*
7ervices i" a comprehe"sive ma""er%
,his guide provides *est practices )or migrati"g your
PF data to P6 EPPM, a"d details ho+ PF )u"ctio"ality
maps to P6 EPPM )u"ctio"ality%
(istributing -nfor"ation to the *ea"
Cou ca" copy the o"li"e docume"tatio" to a "et+or( drive )or access *y pro3ect
participa"ts% Each team mem*er ca" the" vie+ or pri"t those portio"s that
speci)ically relate to his or her role i" the orga"iDatio"%
,hroughout this docume"tatio", the 7ecurity Guida"ce ico" helps you to
2uic(ly ide"ti)y security5related co"te"t to co"sider duri"g the i"stallatio" a"d
co")iguratio" process%
Where *o 'et *raining
,o access comprehe"sive trai"i"g )or all Primavera products, go to:
htt p://e" ucat ion.oracle. com
34
35
,here to /et *upport
Where to 'et &upport
4) you have a 2uestio" a*out usi"g Oracle products that you or your "et+or(
admi"istrator ca""ot resolve +ith i")ormatio" i" the docume"tatio" or help, clic(
ht t p :/ /s up p o r t .o r a cle .c o m / % ,his page provides the latest i")ormatio" o"
co"tacti"g Oracle Glo*al Customer 7upport, ("o+ledge articles, a"d the support
re"e+als process%
P6 EPPM i"tegrates +ith diJere"t Oracle applicatio"s/ +he" you create a 7ervice
0e2uest, *e sure to ope" the re2uest +ith the proper 7upport team% ,o e"sure you
reach the proper 7upport team, e"ter the correct product i")ormatio" +he" you
create the 7ervice 0e2uest% Each product has its o+" support li"e%
Use the Primavera P6 EPPM support li"e +he" you are havi"g
i"stallatio", co")iguratio", or co""ectio" issues related to P6 EPPM%
Use o"e o) the )ollo+i"g support li"es +he" you are havi"g
i"stallatio" or co")iguratio" issues that do "ot relate to P6 EPPM%
Oracle 8e*9ogic 7erver
Oracle 7erver
G4 Pu*lisher
GPM
U"iversal Co"te"t Ma"ageme"t
Microso)t 7harePoi"t
Oracle E"terprise Co"te"t Ma"ageme"t
Oracle &ccess Ma"ager
Oracle &uto;ue
Access to rac!e &upport
Oracle customers have access to electro"ic support through My Oracle 7upport%
>or i")ormatio", visit ht t p:/ /( ( ( .o r ac le . c o m/ u s /s up p o r t /c o n t a c t 0
+ 6 1** * .h t m l or visit
ht t p :/ /(( ( .o r a cle .c o m/ u s /corpora t e /ac ce ss ibili t %/s up p o r t /in " e / .ht m l i)
you are heari"g impaired%
3"
-"p!e"entation &trategy
-n *his &ection
0oles a"d 0espo"si*ilities%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@
7et Cour Goals a"d Gusi"ess O*3ectives %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F9
Eevelop a" 4mpleme"tatio" 7trategy %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% B!
&ssess <eeds%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% B1
Commu"icate the Pla" %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% BF
2o!es an0 2esponsibi!ities
,he )ollo+i"g sectio" descri*es the orga"iDatio"al roles as they typically apply to P6
EPPM% 0oles ca" vary or overlap, depe"di"g o" the orga"iDatio" a"d i"dustry%
Networ% a0"inistrators
<et+or( admi"istrators co")igure a" orga"iDatio"Ps "et+or( e"viro"me"t -local a"d
+ide area "et+or(s. )or optimal per)orma"ce +ith P6 EPPM% ,hey i"stall a"d
mai"tai" the server a"d clie"t modules i" P6 EPPM% ,hey ma"age user access to
pro3ect data a"d develop a"d mai"tai" a comprehe"sive security policy to e"sure
that pro3ect data is protected )rom u"authoriDed access, the)t, or damage%
<et+or( admi"istrators e"sure that the hard+are a"d so)t+are supporti"g P6 EPPM
)u"ctio" relia*ly *y:
7etti"g up a"d mai"tai"i"g the "et+or( to e"sure relia*le co""ectio"s a"d
the )astest possi*le data tra"s)er/
Creati"g a"d mai"tai"i"g accurate lists o) "et+or( resources a"d users so that
each has a u"i2ue "et+or( ide"tity%
(atabase a0"inistrators
Eata*ase admi"istrators -EG&s. are respo"si*le )or setti"g up, ma"agi"g, a"d
assig"i"g access rights )or the P6 EPPM data*ases% ,hey set a"d oversee rules
gover"i"g the use o) corporate data*ases, mai"tai" data i"tegrity, a"d set
i"teropera*ility sta"dards%
Eata*ase admi"istrators e"sure relia*le access to the data*ases *y:
4"stalli"g, co")iguri"g, a"d upgradi"g data*ase server so)t+are a"d related
products as re2uired/
Creati"g a"d impleme"ti"g the data*ases/
Mo"itori"g data*ase per)orma"ce a"d tu"i"g as "eeded/
P6 'PPM ser7s /ui&e
Pla""i"g )or gro+th a"d cha"ges a"d esta*lishi"g a"d mai"tai"i"g *ac(up
a"d recovery policies a"d procedures%
Progra" "anagers
Program ma"agers are respo"si*le )or strategic pla""i"g a"d o"goi"g per)orma"ce
a"alysis% ,hey use P6 to ide"ti)y a"d mo"itor pro*lem areas i" curre"t pro3ects a"d
a"alyDe past pro3ects to apply lesso"s lear"ed +he" pla""i"g )uture pro3ects% ,hey
use P6
Pro)essio"al to ide"ti)y a"d mo"itor pro*lem areas i" curre"t pro3ects a"d a"alyDe
past pro3ects to apply lesso"s lear"ed +he" pla""i"g )uture pro3ects%
Program ma"agers might *e respo"si*le )or:
4"itiati"g, prioritiDi"g, a"d *udgeti"g pro3ects/
,he pro)it#loss )or a speci)ic *usi"ess u"it/
>u"di"g a"d go#"o5go decisio"s a*out pro3ects%
Pro$ect "anagers an0 sche0u!ers
Pro3ect ma"agers a"d#or pro3ect schedulers are respo"si*le )or ma"agi"g multiple
small, repetitive pro3ects or a si"gle, comple1 pro3ect% ,hey use P6 Pro)essio"al
a"d#or P6 to: ,hey use P6 Pro)essio"al to:
&dd pro3ects to the data*ase/
Eetermi"e resource re2uireme"ts )or a pro3ect/
Per)orm cross5pro3ect a"alysis/
Per)orm *aseli"e a"alysis/
Ma"age pro3ects to o"5time a"d o"5*udget completio"/
Pla" pro3ects *e)ore they are )u"ded%
,hey might also per)orm detailed )i"a"cial a"alysis o) pro3ects, ha"dle pro3ect *illi"g,
a"d i"tegrate )i"a"cial i")ormatio" +ithi" the compa"y%
Crew fore"an
Cre+ )oreme" ma"age the +or( )or a pro3ect that might *e a portio" o) a larger
pro3ect% ,hey are ma"agers +ho produce +or( a"d ma"age a team, a"d they o)te"
use P6 a"d P6 Progress 0eporter to prioritiDe short5term tas(s or o*3ectives, typically
+he" the duratio" is less tha" the pla""i"g period o) the pro3ect% ,hey are ma"agers
+ho produce +or( a"d ma"age a team, a"d they use P6 Pro)essio"al to prioritiDe
short5term tas(s or o*3ectives, typically +he" the duratio" is less tha" the pla""i"g
period o) the pro3ect%
Crew "e"bers
Cre+s are trai"ed i" a speci)ic s(ill re2uired o" a pro3ect% ,hey +or( +ith their
ma"ager to develop activities a"d duratio"s )or i"corporatio" i"to the schedule%
O"ce activities are added to the schedule, cre+ mem*ers update them usi"g P6 or
P6 Progress 0eporter to i"dicate the +or( they per)ormed duri"g desig"ated
accou"ti"g periods% O"ce
activities are added to the schedule, cre+ mem*ers ca" update them usi"g P6
Pro)essio"al to i"dicate the +or( they per)ormed duri"g desig"ated accou"ti"g
periods%
3(
%mplementation *trategy
&et :our 'oa!s an0 9usiness b$ecti#es
4" most compa"ies, though their scope a"d duratio" ca" vary, pro3ects te"d to
have similar goals: improve 2uality, reduce costs, i"crease productivity a"d
reve"ue, reduce delivery time, a"d streamli"e operatio"s% O)te", the ultimate goal
is to gai" a competitive adva"tage% Co"trolli"g these pro3ects is *ecomi"g
i"creasi"gly di))icult, especially i) they are pla""ed a"d ru" *y pro3ect teams that
are distri*uted across multiple locatio"s% Orga"iDatio"s "eed to e"sure that each
team stays o" trac( +ith its pro3ects +ithout losi"g sight o) compa"y o*3ectives%
Compa"y5+ide pro3ect ma"ageme"t usi"g P6 EPPM e"a*les pro3ect teams to pla"
a"d co"trol their +or( +hile providi"g a co"ti"uous, ce"traliDed u"dersta"di"g o)
progress a"d per)orma"ce% ,o *egi" the process o) impleme"ti"g P6 EPPM, you
might +a"t to *roade" your pro3ect ma"ageme"t goals to )ocus o" the multi5user,
role5*ased e"viro"me"t%
7peci)ic o*3ectives could i"clude:
Providi"g the pro3ect o$ce +ith access to dy"amic status i")ormatio" that they
ca" use to ma(e timely decisio"s%
4mprovi"g e))icie"cy o) resource use *y properly allocati"g s(illed la*or,
commu"icati"g methodologies, a"d )orecasti"g resource "eeds more
accurately%
4mprovi"g productivity across the pro3ect team as a result o)
co"ti"uous colla*oratio"%
4mprovi"g commu"icatio" +ith all pro3ect participa"ts through the use o)
i"tegrated, orga"iDatio"al5+ide products that put pro3ect i")ormatio" o"
i"dividual's des(tops%
4"creasi"g accou"ta*ility *y ma(i"g co"siste"t, summariDed pro3ect
status i")ormatio" availa*le to top ma"ageme"t%
4"creasi"g 2uality a"d clie"t satis)actio" through the use a"d reuse o) *est
practices%
E"a*li"g mai"te"a"ce o) per)orma"ce data o" completed pro3ects to co")irm
estimati"g metrics, ge"erate "e+ or revise e1isti"g templates, a"d collect 3o*
cost data%
E"a*li"g mai"te"a"ce o) per)orma"ce data o" completed pro3ects to
co")irm estimati"g metrics, a"d collect 3o* cost data%
4"tegrati"g +ith other *usi"ess systems to provide a total i")ormatio" system%
,hese goals are speci)ic to pro3ect ma"ageme"t% Cou ca" i"clude additio"al goals
that are particular to your compa"y or i"dustry% >or e1ample, o"e speci)ic o*3ective
)or a co"structio" compa"y might *e to complete the i"spectio" process i" a more
timely ma""er% Use *est practices )rom your i"dustry as a guide to setti"g your
goals%
31
P6 'PPM ser7s /ui&e
(e#e!op an -"p!e"entation &trategy
4mpleme"ti"g P6 EPPM success)ully re2uires that a" appropriate =culture= *e
esta*lished +ithi" your orga"iDatio"% 4"stead o) havi"g ma"y i"depe"de"t pro3ects
+ith "o a*ility to aggregate a"d co"trol them, you ca" "o+ have a co"solidated,
orga"iDed pro3ect i")ormatio" system%
Creati"g the culture re2uires a" u"dersta"di"g o) the data a"d ho+ it )lo+s, a"d
the roles a"d respo"si*ilities o) i"dividuals as pro3ect participa"ts a"d ma"agers%
Cour challe"ge +ill *e to create a" ope" e"viro"me"t i" +hich all these
participa"ts share data a"d per)orma"ce i")ormatio"%
Cou +ould"Pt thi"( o) allo+i"g co"structio" +or(ers to +or( o" a 3o* site +ithout
desig"ati"g a )ield ma"ager to oversee the +or(, "or +ould you impleme"t a "e+
pro3ect +ithout assig"i"g a ge"eral co"tractor% ,he pro3ect ma"ageme"t
e"viro"me"t is *est created *y your o+" e1pert staJ, +ho +ould per)orm a"
e2uivale"t )u"ctio"Qi) you do"Pt have such a perso", you "eed o"e% Eesig"ate o"e
perso" or a team o) people to pla" a"d coordi"ate the impleme"tatio"% ,he
respo"si*ility o) this team +ill *e to develop a" impleme"tatio" strategy that
i"cludes helpi"g participa"ts u"dersta"d the orga"iDatio"al pro3ect ma"ageme"t
approach% Cou might decide you "eed help +ith your impleme"tatio" )rom Oracle
Primavera Co"sulti"g or o"e o) our *usi"ess part"ers% Co"tact Oracle )or more
i")ormatio"%
8hile the impleme"tatio" strategy +ill *e speci)ic to your orga"iDatio", it +ill most
li(ely i"clude a "eeds assessme"t as o"e o) the )irst steps% Eve" though you are
already usi"g pro3ect ma"ageme"t so)t+are, ta(e the opportu"ity to a"alyDe a"d
determi"e your compa"yPs *usi"ess re2uireme"ts, alo"g +ith system re2uireme"ts
a"d the processes "ecessary to )ul)ill those re2uireme"ts% Cou +ill also "eed to
determi"e ho+ to structure data to )acilitate those processes% 4t is importa"t to
docume"t the processes a"d procedures that you de)i"e% &ssessi"g "eeds is
discussed i" more detail i" Assess 2ee"s%
,o e"sure that data is )lo+i"g as pla""ed, create a prototype% Use real pro3ect data
to set up structures i" a test data*ase a"d ru" your processes through a typical +or(
cycle% ,he prototype should i"clude all modules o) P6 EPPM youPll *e usi"g, alo"g
+ith a"y i"ter)aces to e1ter"al applicatio"s% Eevelop a pla" that ide"ti)ies all the
possi*le sce"arios to test% 4"clude a method )or collecti"g test data a"d a +ay to
resolve issues% Use this step to ma(e sure your system re2uireme"ts are su))icie"t to
meet the "eeds o) all users%
& prototype ca" *e )ollo+ed *y a pilot program, +here you esta*lish a small group
o) users to +or( +ith P6 i" their e"viro"me"t% ,hey ca" *e i"troduced to the
so)t+are usi"g )amiliar pro3ect data +hile per)ormi"g their daily +or( tas(s% More
tha" li(ely, the pilot users +ill ide"ti)y )la+s i" the processes a"d have suggestio"s
a"d 2uestio"s% Ma(e re)i"eme"ts a"d cha"ges *ased o" their )eed*ac(% Cou ca"
also +a"t to *egi" i"ter"al trai"i"g programs at this time, usi"g your pilot group o)
users% O"goi"g per)orma"ce mo"itori"g should co"ti"ue duri"g this stage a"d
ad3ustme"ts made as "ecessary%
4+
8he" the pilot program is satis)actory, a rollout o) P6 EPPM to your e"tire compa"y
ca" *egi"% ,his step i"volves i"stalli"g the clie"t so)t+are o" all "ecessary des(tops
a"d populati"g the data*ase +ith pro3ect data% Cou should develop a rollout
schedule a"d get the appropriate approvals% Ge sure to i"clude the lesso"s lear"ed
)rom the pilot testi"g% Commu"icate the rollout schedule to e"sure its success%
Assess Nee0s
& "eeds assessme"t is a crucial step to a success)ul P6 EPPM impleme"tatio"% 4t
+ill provide the *asis )or the e"tire system desig", ho+ it +ill operate, a"d +ho
+ill use it%
&ssessi"g "eeds ca" ra"ge )rom a" evaluatio" o) the corporate culture to a"alyDi"g
hard+are#so)t+are re2uireme"ts to revie+i"g e1isti"g processes a"d developi"g
"e+ o"es% Most o) your i")ormatio" +ill come )rom i"tervie+i"g (ey perso""el% Meet
+ith represe"tatives )rom all areas o) the compa"y +ho participate i" the pro3ect
ma"ageme"t process, )rom the o+"ers to the i"dividuals doi"g the actual +or(% &s(
2uestio"s a*out the tas(s they "eed to per)orm a"d the pro3ect i")ormatio" they
"eed to ("o+ to do their 3o*s eJectively%
(eter"ine corporate cu!ture
&s me"tio"ed, u"dersta"di"g the corporate culture plays a" importa"t role i" a"y
ma3or impleme"tatio"% Cou "eed to ("o+ ahead o) time +hether your compa"y is
ready, +illi"g a"d capa*le )or the cha"ge% Evaluate your compa"yPs state o)
readi"ess )or compa"y5+ide pro3ect ma"ageme"t% >or e1ample:
Eoes your orga"iDatio" have a clear u"dersta"di"g o) pro3ect ma"ageme"tR
&re they )amiliar +ith computers a"d so)t+areR
&re sta"dard processes i" place )or ma"agi"g pro3ectsR
4) the a"s+er to these 2uestio"s is <o, i"clude a trai"i"g program i" your
impleme"tatio" pla"% Eepe"di"g o" the degree o) readi"ess, you might also "eed to
address issues that i"volve prepari"g employees me"tally )or deali"g +ith cha"ge%
(efine har0ware;software re<uire"ents
0evie+ the system re2uireme"ts "ecessary to ru" P6 EPPM% ,he", co"duct
i"tervie+s +ith your 4")ormatio" ,ech"ology -4,. perso""el, or those respo"si*le )or
mai"tai"i"g "et+or( i"tegrity a"d "e+ hard+are#so)t+are i"stallatio"s to i"2uire
a*out the curre"t tech"ical e"viro"me"t% 4"clude 2uestio"s, such as:
Eo you have servers or hard+are i" placeR 4) so, +hat (i"dR
6o+ are remote locatio"s ma"agedR
Eo you have separate servers )or developme"t a"d productio"R
&re you ru""i"g Oracle or 7K9 server o" o"e or more serversR 4) so, +hich
versio"R
&re you ru""i"g a"y other data*ase so)t+areR
Eo you have a 9&< a"d#or 8&< i" placeR
4-
P6 'PPM ser7s /ui&e
Eo you have mo*ile user re2uireme"tsR
&"s+ers to these types o) 2uestio"s +ill help you determi"e your hard+are
speci)icatio"s% Ge sure to ide"ti)y items such as data*ase server re2uireme"ts,
applicatio" server re2uireme"ts, 9&< re2uireme"ts, a"d PC re2uireme"ts% ,his step
should *e per)ormed early i" the process, si"ce you might "eed to order "e+
e2uipme"t or upgrade e1isti"g so)t+are *e)ore i"stalli"g P6 EPPM%
(efine integration re<uire"ents
8hile e1ami"i"g hard+are re2uireme"ts, revie+ a"y i"tegratio" re2uireme"ts%
8ill you *e i"ter)aci"g +ith other so)t+are systems, such as E0PR
8ill custom i"tegratio" to a" e1isti"g )i"a"cial system or asset ma"ageme"t
system *e re2uiredR
Eo you have resources +ho are s(illed to develop "ecessary i"ter)aces or
are co"sulta"ts re2uiredR
4) you are i"tegrati"g P6 EPPM +ith third5party applicatio"s or legacy systems, you
should ide"ti)y i"ter)ace poi"ts that provide co"ti"uous )lo+ o) data +hile mi"imiDi"g
data loss%
(efine how 0ata is structure0
,o ma"age pro3ects success)ully i" P6 EPPM, you )irst "eed to set up data
structures )or your orga"iDatio", pro3ects, resources, a"d costs% Cou might also
+a"t to de)i"e special codes to help you orga"iDe a"d report o" data more
e))ectively% ,o structure data properly, revie+ ho+ you ha"dle data curre"tly alo"g
+ith ho+ you +a"t to ha"dle it% >or e1ample:
6o+ do you group pro3ectsR 6o+ ma"y levels o) pro3ects do you haveR
&re pro3ects cross5departme"talR Eo they have multiple locatio"sR
8hat is your typical pro3ect scope, siDe, a"d costR
6o+ ma"y pro3ects are you ma"agi"g at o"e timeR
8hat is your orga"iDatio"al structureR
6o+ do you group resourcesR &re resources assig"ed to pro3ects as
groups or i"dividualsR &re resources shared across pro3ectsR
Eo you trac( s(ills )or each resourceR
Eo you have a +or( *rea(do+" structure already i" placeR
Eo you have a "eed )or multiple cale"darsR Eo resources "eed cale"darsR
8hat types o) reports do you useR 6o+ o)te" are they producedR
8he" you a"s+er these types o) 2uestio"s, you ca" de)i"e the "ecessary data
structures, such as the pro3ect hierarchy, orga"iDatio"al *rea(do+" structure, a"d
the +or( *rea(do+" structure%
42
(eter"ine current proce0ures;processes
,o de)i"e ho+ data +ill )lo+ i" P6 EPPM, you "eed to u"dersta"d ho+ your *usi"ess
operates% 9oo( at your curre"t processes a"d procedures a"d modi)y them to suit
your pro3ect ma"ageme"t o*3ectives% Ma(i"g decisio"s early a*out process
cha"ges saves time a"d mo"ey% &"s+er the )ollo+i"g types o) 2uestio"s +he" you
a"alyDe *usi"ess processes%
Eo you have a pro3ect methodology i" placeR 4) so, is it +or(i"gR
8hat is the li)e cycle o) a pro3ectR
8hat are the determi"i"g )actors i" decidi"g i) a pro3ect is go or "o5goR
6o+ are decisio"s made regardi"g pro3ect selectio" a"d *udgeti"gR
4s your *udgeti"g#pla""i"g process top5do+" or *ottom5up orie"tedR
6o+ do you estimate a"d trac( costsR
Eo you have a Pro3ect Ma"ageme"t O))ice or somethi"g similarR
8hat time reporti"g mecha"ism do you useR
6o+ do you trac( a"d measure progressR
6o+ do pro3ect participa"ts get +or( assig"me"tsR
8hat is your process )or commu"icati"g pro3ect i")ormatio" to othersR
8hat i")ormatio" do you re2uire or e1pect )rom the pro3ect ma"ageme"t processR
8ho co"trols securityR 8hat security is re2uired )or pro3ect i")ormatio"R Eo you
"eed to restrict data access o" a group or i"dividual *asisR
Co""unicate the P!an
4" success)ul P6 EPPM impleme"tatio"s, people accept the cha"ges a"d use the
"e+ system% &"y "e+ system or *usi"ess process mea"s a cha"ge to the +ay
people are curre"tly doi"g their 3o*s% Employees +ho are a))ected *y the cha"ge
"eed to ("o+ +hat to e1pect% ,op ma"ageme"t also "eeds to ("o+ +hat is goi"g o"
i) they are to provide support a"d commitme"t%
Commu"icate the impleme"tatio" pla" early a"d repeat it o)te"% 7et e1pectatio"s
a"d ma"age them co"ti"uously, *ei"g care)ul to avoid disappoi"ti"g, )rustrati"g, or
surprisi"g people%
,here are ma"y +ays to commu"icate the impleme"tatio" pla"% Cou could i"troduce
the pla" at a compa"y meeti"g alo"g +ith a demo"stratio" o) P6 EPPM to sho+ ho+
it +ill *e"e)it the e"tire orga"iDatio"% E1plai" a"y cha"ges to *usi"ess processes
that might occur a"d +hat it mea"s to i"dividuals% Ee)i"e a time)rame so everyo"e
("o+s +he" the cha"ges +ill happe"% E"courage people use the so)t+are a"d
e1perime"t ha"ds5o" to i"crease their com)ort level +he" it comes time )or them to
ma(e the cha"ge% Pu*liciDe commitme"t *y e"suri"g that the impleme"tatio" team
has support a"d *y providi"g trai"i"g programs a"d semi"ars% Provide a method )or
all levels o) the orga"iDatio" to address co"cer"s, 2uestio"s, a"d suggestio"s%
7ee the su*3ects i" The !mplementation Process -o" page B?. to lear" a*out
the data structures a"d ho+ they )it together i" P6 EPPM%
43
P6 'PPM ser7s /ui&e
4) you )oster a challe"gi"g +or(place that ca" develop i"dividual careers alo"g
+ith ope" commu"icatio", those i"dividuals +ill +a"t to ma(e the process
success)ul%
44
*he -"p!e"entation Process
-n *his &ection
U"dersta"di"g Eata 7tructures i" P6 EPPM %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% B?
Co""ecti"g Eata 7tructures %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% B@
/n0erstan0ing (ata &tructures in P6 EPPM
P6 EPPM co"tai"s ma"y data structures to support your pro3ect ma"ageme"t "eeds
a"d *usi"ess processes% 8ell5de)i"ed structures ma(e e"teri"g data )aster a"d
easier/ they e"a*le you to orga"iDe a"d summariDe data more eJectively% 0evie+
the )ollo+i"g de)i"itio"s to help you *etter u"dersta"d the data structures i" P6
EPPM%
Enterprise pro$ect structure 6EP&7
,he EP7 is a hierarchy that represe"ts the *rea(do+" o) pro3ects i" a compa"y%
<odes at the highest, or root, level might represe"t divisio"s +ithi" your compa"y,
phases o) pro3ects, or other ma3or groupi"gs that meet the "eeds o) your
orga"iDatio", +hile pro3ects al+ays represe"t the lo+est level o) the hierarchy% Every
pro3ect i" the orga"iDatio" must *e i"cluded i" the EP7%
2esource hierarchy
,he resource hierarchy represe"ts the people, materials, a"d#or e2uipme"t used to
per)orm +or( o" activities% ,he resource hierarchy i"cludes the resources across all
pro3ects i" the orga"iDatio"% 0esources are assig"ed to activities i" P6 EPPM a"d ca"
*e set up to use P6 Progress 0eporter to report actual +or(hours% 0esources are
assig"ed to activities i" P6 EPPM%
2o!e hierarchy
,he role hierarchy represe"ts the roles, or 3o* titles, that e1ist i" your orga"iDatio"
a"d have some respo"si*ility to complete pro3ect re2uireme"ts% Cou ca" associate
resources +ith roles% 4" the pla""i"g stages o) a pro3ect, you ca" assig" roles to
activities to esta*lish a" i"itial pro3ect pla" +ithout committi"g i"dividual resources
to activities/ the", *e)ore +or( o" a" activity *egi"s, you ca" assig" a resource that
meets the de)i"ed role re2uireme"ts% Cou are "ot re2uired to de)i"e a role hierarchy%
45
P6 'PPM ser7s /ui&e
Wor% brea%0own structure 6W9&7
,he 8G7 is a hierarchical arra"geme"t o) the products a"d services produced duri"g
a"d *y a pro3ect% 4" P6 EPPM, the pro3ect is the highest level o) the 8G7, +hile a"
i"dividual activity re2uired to create a product or service is the lo+est level% Each
pro3ect i" the EP7 has its o+" 8G7%
rgani=ationa! brea%0own structure 69&7
,he OG7 is a" outli"e o) ma"agers respo"si*le )or the pro3ects i" your compa"y%
,here is o"e OG7 )or the e"tire orga"iDatio"% 4t is used to co"trol access to pro3ects
a"d data%
Pro$ect> acti#ity> an0 resource co0es
4" additio" to the EP7, 8G7, a"d resource hierarchy, you ca" also create codi"g
structures% Codes allo+ you to categoriDe pro3ects, activities, a"d resources that
have similar attri*utes/ you ca" group, sort, )ilter, a"d summariDe *ased o" these
codes%
Ca!en0ars
Cale"dars de)i"e sta"dard +or(days a"d the availa*le "um*er o) hours i" each
day, alo"g +ith holidays, vacatio"s, a"d other "o"+or(time% Cou ca" create
glo*al, pro3ect5speci)ic, a"d resource5speci)ic cale"dars% Cale"dars are assig"ed to
activities a"d#or resources/ they determi"e start a"d e"d dates duri"g scheduli"g
a"d resource leveli"g%
46
4"
The %mplementation Process
Connecting (ata &tructures
,he )ollo+i"g diagram illustrates ho+ the data structures relate to each other i" P6
EPPM%
41
&tructuring Pro$ects
-n *his &ection
Process Overvie+: 7tructuri"g Eata i" P6 EPPM %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% B9
7etti"g Up the Orga"iDatio"al Grea(do+" 7tructure %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% ?!
Ee)i"i"g 0esources a"d 0oles %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% ?
7etti"g Up ,he 8or( Grea(do+" 7tructure %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 6?
Esta*lishi"g Pro3ect Codes%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% @F
User5Ee)i"ed )ields %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% @A
&*out Cale"dars %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% A?
Process #er#iew4 &tructuring (ata in P6 EPPM
,he hierarchical structuri"g o) data serves as the )ou"datio" *e)ore the
additio" o) actual pro3ect data% ,he )ollo+i"g se2ue"ce is suggested )or setti"g
up the mai" structures:
&dmi"istrators, +or(i"g +ith program ma"agers a"d pro3ect ma"agers, structure the
EP7 a"d OG7 hierarchies% &" EP7 ca" co"sist o) multiple root "odes, +hich e"a*le
particular types o) pro3ects to *e grouped together, such as pro3ect templates or
high5ris( pro3ects% &" EP7 ca" co"sist o) multiple root "odes, +hich e"a*le particular
types o) pro3ects to *e grouped together, such as high5ris( pro3ects% 8ithi" each root
"ode, you ca" )urther *rea( do+" a" EP7 i"to multiple EP7 "odes to categoriDe the
types o) pro3ects%
P6 'PPM ser7s /ui&e
,he 8G7 acts as a co"ti"uatio" o) the EP7 )or the i"dividual pro3ects i" the
e"terprise% & 8G7 provides orga"iDatio" a"d co"trol o) pro3ect a"d activity
i")ormatio" through a hierarchy o) 8G7 eleme"ts% 8he" you create pro3ects, P6
EPPM automatically creates a 8G7 eleme"t at the same hierarchy level a"d +ith the
same "ame as the pro3ect% ,he P6
EPPM e"a*les you to set a"ticipated pro3ect dates, *udgets, a"d spe"di"g pla"s )or a
8G7 at a high level to i"dicate +he" the +or( should occur a"d ho+ much its
pla""ed *udget a"d mo"thly spe"di"g should *e% Cou ca" use the pre5esta*lished
*udget
amou"ts a"d )u"di"g i")ormatio" you set )or 8G7 eleme"ts )or their pro3ect a"d
activity
cou"terparts%
&etting /p the rgani=ationa! 9rea%0own &tructure
About the 9&
,he orga"iDatio"al *rea(do+" structure -OG7. is a hierarchical +ay to represe"t the
ma"agers respo"si*le )or the pro3ects i" your e"terprise% Cou ca" associate the
respo"si*le ma"agers +ith their areas o) the e"terprise pro3ect structure -EP7. +ith
either a" EP7 "ode or a pro3ect% 8he" you associate a respo"si*le ma"ager +ith a"
EP7 "ode, a"y pro3ects you add to that *ra"ch o) the EP7 are assig"ed that ma"ager
eleme"t *y de)ault% &" OG7 supports large pro3ects that i"volve several pro3ect
ma"agers +ith di))ere"t areas o) respo"si*ility%
,o access a pro3ect, a user must have access permissio"s )or a" OG7 eleme"t +ithi"
the pro3ect% Cou ca" the" assig" users to OG7 eleme"ts% 8he" you assig" users to
OG7 eleme"ts, users get access privileges to pro3ects a"d EP7 "odes +here they
have OG7 access% ,he type o) access gra"ted to a user is determi"ed *y the pro3ect
security pro)ile assig"ed to the user%
Creating an 9&
Create a" orga"iDatio"al *rea(do+" structure -OG7. to hierarchically represe"t
the ma"agers respo"si*le )or your pro3ects% Cou must have the appropriate
privileges to create a" OG7%
,o create a "e+ OG7:
1. Clic( the A#minister me"u a"d select -ser Access%
. O" the -ser Access page, clic( ,+S%
F. O" the ,+S page:
a% Clic( A##%
.ote: ,he OG7 is automatically added as a child o) a"other OG7%
*% Move the OG7 to the correct locatio" i" the list a"d hierarchical positio" *y
clic(i"g the Move -p, Move $o)n, Move *eft, or Move Right
arro+s%
c% 4" the ,+S .ame )ield, dou*le5clic( a"d type a u"i2ue "ame%
5+
*tructuring Pro0ects
d% Clic( the -sers detail +i"do+%
B. 4" the -sers detail +i"do+, remove or assig" users to the OG7%
,o remove a user )rom the OG7, select a user a"d clic( the $elete ico"%
,o assig" a user to the OG7, clic( the A## ico"%
?. 4" the Select -sers dialog *o1, select a user a"d clic( ,1%
6. O" the ,+S page, clic( Save%
*ips
8he" you set up e"terprise pro3ect structure -EP7. "odes, a root OG7 is
automatically assig"ed to the root EP7%
8he" you create a "e+ pro3ect, the de)ault respo"si*le ma"ager is
automatically assig"ed so that a" OG7 eleme"t is availa*le )or each +or(
*rea(do+" structure -8G7. eleme"t added to the pro3ect%
Assigning /sers to an 9&
E1cept )or a pro3ect o+"er or a ,eam Mem*er user, a user must have permissio" to
access a" orga"iDatio"al *rea(do+" structure -OG7. to access a pro3ect assig"ed to
that OG7% 4) you have appropriate privileges, you ca" assig" users to OG7 eleme"ts
usi"g their logi" "ames%
!aution: Users assig"ed to a" OG7 that is assig"ed to the root EP7
have access to all "odes *e"eath the root%
,o assig" users to a" OG7:
1. Clic( the A#minister me"u a"d select -ser Access%
. O" the -ser Access page, clic( ,+S%
F. O" the ,+S page, select a" OG7 a"d clic( the -sers detail +i"do+%
B. 4" the -sers detail +i"do+, clic( A##%
?. 4" the Select -sers dialog *o1:
a% 7elect a user a"d clic( Assign%
*% 7elect a"y additio"al users a"d clic(
Assign% c% Clic( !lose +he" )i"ished%
.ote: ,he de)ault pro3ect security pro)ile +ill
automatically *e assig"ed +he" the User is selected%
6. 4" the -sers detail +i"do+, select a di))ere"t pro3ect security pro)ile )or each
user, i) "eeded%
@. O" the ,+S page, clic( Save%
5-
P6 'PPM ser7s /ui&e
(efining 2esources an0 2o!es
About 2o!es
0oles represe"t perso""el 3o* titles or s(ills "eeded to e1ecute pro3ects% &rchitect,
ge"eral la*orer, 2uality assura"ce tester, a"d e"gi"eer are all e1amples o) possi*le
roles% Cou ca" create a sta"dard set o) roles that you the" assig" to la*or a"d "o"5
la*or resources a"d activities )or all pro3ects i" the orga"iDatio"% Cou ca" esta*lish
a" u"limited "um*er o) roles a"d orga"iDe them i" a hierarchy )or easier
ma"ageme"t a"d assig"me"t% ,he set o) roles you assig" to a" activity de)i"es the
activityPs s(ill re2uireme"ts% Cou ca" also de)i"e multiple price per u"it rates a"d
u"it per time limits )or each role to accurately pla" )uture costs a"d allocatio"%
Cou ca" assig" o"e or more roles to i"dividual resources% 8he" you assig" roles to
a resource, you also i"dicate their pro)icie"cy i" that role a"d ide"ti)y +hich role is
their primary role% & primary role is the mai" role the resource is curre"tly
per)ormi"g% ,he pro)icie"cy level descri*es the resource's s(ill level i" that role%
>or e1ample, 'oe is a resource a"d )ills the role o) *oth so)t+are e"gi"eer a"d
ma"ager% 6e has *ee" a so)t+are e"gi"eer )or ! years a"d is 0 1 Master i" that
role/ ho+ever, his primary role is ma"ager, +hich he has *ee" )or ? years a"d his
pro)icie"cy level is /1 -2illed%
&ssig" roles to activities as you +ould resources duri"g pro3ect schedule a"d cost
pla""i"g% 8he" your pla"s are )i"aliDed, you ca" replace roles +ith resources,
*ased o" each activityPs role a"d s(ill re2uireme"ts%
Creating 2o!es
Create a sta"dard set o) roles that you ca" assig" to la*or a"d "o"la*or resources
a"d activities%
,o create roles:
1. Clic( Resources%
. O" the Resources "avigatio" *ar, clic( A#ministration%
F. O" the A#ministration page, clic( the Roles ta*%
B. O" the Roles ta*:
a% Clic( A## -4"sert., or clic( a" e1isti"g role a"d clic( A## !hil# to add a
role i" a hierarchy% & "e+ ro+ is added to the Roles ta*le%
*% 4" the I$ )ield, clic( a"d type a u"i2ue ide"ti)ier )or the "e+
role% c% 4" the .ame )ield, clic( a"d type a u"i2ue role "ame%
d% ,o create or modi)y a hierarchy o) roles, use the arro+s o" the
tool*ar to positio" the "e+ ro+%
>or e1ample, i) a Pro3ect Ma"ager role e1ists i" the system a"d you 3ust
created a Eesig" Ma"ager role, +hich is a type o) Pro3ect Ma"ager, use the
up#do+" arro+s to positio" the "e+ Eesig" Ma"ager role u"der Pro3ect
Ma"ager, a"d the" clic( the right arro+ to i"de"t the "e+ ro+%
52
e% Clic( the $escription detail +i"do+%
?. 4" the $escription detail +i"do+, type a descriptio" o) the role's respo"si*ilities%
6. O" the Roles ta*, clic( the Prices detail +i"do+%
@. 4" the Prices detail +i"do+, clic( i" a rate type )ield a"d e"ter the rate% 0epeat
)or all applica*le rate )ields%
A. O" the Roles ta*, clic( the *imits detail +i"do+%
9. 4" the *imits detail +i"do+:
a% Clic( A## -4"sert. to de)i"e the u"its#time )or the role over time%
*% 4" the Effective $ate )ield, dou*le5clic( a"d select the e))ective date
o" the cale"dar%
c% 4" the Ma2 -nits3Time )ield, clic( a"d type the ma1imum +or( u"its per time
)or this role%
1!. O" the Roles ta*, clic( Save -CtrlS7.%
*ip
Clic( Select !olumns to select a"y additio"al )ields that you +a"t i" the ta*le%
,he", e"ter data i" the additio"al )ields you added%
Assigning a 2esource to a 2o!e
,he set o) roles you assig" to a resource descri*es the resource's s(ill capa*ilities%
,hese role assig"me"ts ma(e it easy to assig" resources to activities accordi"g to
role% Cou ca" also assig" roles to activities directly +he" you are u"sure o) the actual
resources availa*le to +or( o" the activities% Cou ca" later replace the roles +ith the
applica*le resources%
,o assig" a role to a resource )rom the 0oles ta*:
1. Clic( Resources%
a% Clic( the "ame o) the role%
*% Clic( the Resources detail +i"do+%
?. 4" the Resources detail +i"do+, clic( A## -4"sert.%
6. 4" the Select Resource dialog *o1:
a% Choose a resource a"d clic( Assign%
*% Choose a"y additio"al resources )or the role a"d clic(
Assign% c% Clic( !lose%
@. 4" the Resources detail +i"do+:
a% ,o cha"ge the pro)icie"cy level )or that resource, dou*le5clic( the Proficienc
)ield a"d select a
level%
53
P6 'PPM ser7s /ui&e
*% 4) this is the primary role )or the resource, select the Primar Role optio"
)or the resource%
A. O" the Roles ta*, clic( Save -CtrlS7.%
*ips
Cou ca" also assig" a role to a resource )rom the Resources ta*% Use this method
i) you +a"t to vie+ all roles assig"ed to a si"gle resource%
Assigning a 2o!e *ea" to a 2o!e
Usi"g role teams ca" simpli)y resource pla""i"g% Cou ca" do this )rom either the
0oles ta* or the 0ole ,eams ta* i" the 0esource &dmi"istratio" area% Use this
method i) you +a"t to vie+ all role teams assig"ed to a particular role%
,o assig" a role to a role
team:
1. Clic(
Resources%
. O" the Resources "avigatio" *ar, clic(
A#ministration%
F. O" the A#ministration page, clic( the Roles
ta*%
B. O" the Roles
ta*:
a% Clic( the role you are assig"i"g to a role
team% *% Clic( the Role Teams detail +i"do+%
?. 4" the Role Teams detail +i"do+, clic( A##
-4"sert.%
6. 4" the Select Role Team dialog
*o1:
a% E1pa"d either the 4lobal or -ser category, choose a role team, a"d clic(
Assign% *% Choose a"y additio"al role teams a"d clic( Assign%
c% Clic( !lose%
@. O" the Roles ta*, clic( Save
-CtrlS7.%
*ips
Cou ca" also assig" a role to a role team )rom the 0ole ,eams ta*% Use this method i)
you +a"t to vie+ all roles assig"ed to a particular role team%
Assigning 2ates to 2o!es
Use this procedure to assig" rates to the roles you created% &ssig"i"g rates to roles
e"a*les you to more accurately determi"e total resource -a"d activity. costs% Cou
ca" assig" up to )ive rate types depe"di"g o" "um*er o) rate types set up *y your
admi"istrator%
,o assig" role rates:
1. Clic( Resources%
54
a% Clic( a role%
*% Clic( the Prices detail +i"do+%
?. 4" the Prices detail +i"do+, clic( i" the appropriate price )ields a"d e"ter a"
amou"t%
,he de)ault time period is price per hour u"less you speci)y a"other time period%
6. O" the Roles ta*, clic( Save -CtrlS7.%
Assigning Wor% ?i"its to 2o!es
&ssig" role +or( limits to de)i"e the ma1imum amou"t o) +or( u"its the selected
role ca" per)orm i" a si"gle +or( period%
,o assig" limits to a role:
1. Clic( Resources%
a% Clic( a role%
*% Clic( the *imits detail +i"do+%
?. 4" the *imits detail +i"do+:
a% Clic( A## -4"sert.%
*% 4" the Effective $ate )ield, dou*le5clic( to ope" the cale"dar a"d choose a
date to start the Ma1#U"it limit%
c% 4" the Ma2 -nits3Time )ield, clic( a"d type the ma1imum +or( u"its per time
)or this role% E"ter these values as u"its per duratio" or as a perce"tage,
depe"di"g o" your choice i" the ,ime U"it >ormat area o" the Glo*al ta* o)
the My Pre)ere"ces page%
6. O" the Roles ta*, clic( Save -CtrlS7.%
About 2o!e *ea"s
& role team is a collectio" o) roles that are o)te" "eeded o" the same pro3ect or the
same activities% 0ole teams are use)ul +he" you +a"t to categoriDe a"d vie+
allocatio" )or related roles% 0ole teams allo+ you to categoriDe a"d group roles so
you ca" readily )i"d data relati"g to a particular role% & role ca" *e assig"ed to more
tha" o"e role team% 8he" +or(i"g +ith ta*s a"d pages that display role data, you
ca" choose to orga"iDe the hierarchy *y role team% Cou ca" vie+ team data such as
total team u"its or i"dividual u"it values% 4) you have the re2uired security privilege,
you ca" create glo*al role teams% &ll users that have access rights to vie+ resource
data ca" create user role teams%
55
P6 'PPM ser7s /ui&e
Creating 2o!e *ea"s
Use this procedure to create role teams% 0ole teams let you categoriDe roles so you
ca" vie+ a"d a"alyDe data that relates to a speci)ic group that i"terests you% 8he"
+or(i"g +ith ta*s a"d pages that display role data, you ca" choose to orga"iDe the
hierarchy *y role team, the" choose to vie+ team data, such as total u"its )or the
team, or i"dividual u"it values )or each team mem*er%
1. Clic( Resources%
F. O" the A#ministration page, clic( the Role Teams ta*%
B. O" the Role Teams ta*:
a% Clic( either 4lobal Role Teams or -ser Role Teams%
*% Clic( A## -4"sert.% & "e+ ro+ is added to the Role Teams
ta*le% c% 4" the .ame )ield, dou*le5clic( a"d type a role "ame%
d% Clic( Save -CtrlS7.%
?. &ssig" roles to the role team%
Assigning a 2o!e to a 2o!e *ea"
Per)orm these steps to assig" a role to a role team% Cou ca" assig" a role to a role
team )rom the Role Teams ta* or the Roles ta*% Use this method i) you +a"t to
vie+ all roles assig"ed to a particular role team%
,o assig" a role to a role team:
1. Clic( Resources%
F. O" the A#ministration page, clic( the Role Teams ta*%
B. O" the Role Teams ta*:
a% E1pa"d either the 4lobal Role Team or -ser Role Teams category, a"d
clic( the role team )or +hich you are assig"i"g a role%
*% Clic( the Roles detail +i"do+%
?. 4" the Roles detail +i"do+, clic( A## -4"sert.%
6. 4" the Select Role dialog *o1:
a% Choose a role a"d clic( Assign%
*% Choose a"y additio"al roles to assig" to the role team a"d clic(
@. O" the Role Teams ta*, clic( Save -CtrlS7.%
*ips
,o vie+ all role teams assig"ed to a particular role, assig" a role team to a role )rom
the
Roles ta*%
56
About 2esources
& resource is a"y 2ua"ti)ia*le item i" limited supply a"d o) su))icie"t value to 3usti)y
trac(i"g a"d assig"i"g to speci)ic activities )or a pro3ect% 0esources i"clude ge"eral
or specialiDed la*or, "o"5la*or items such as e2uipme"t, a"d material items such as
*ric(s%
0esources per)orm roles, i) de)i"ed% 0esources are i"directly assig"ed to activities
*y )irst pla""i"g the role re2uired% 4t is also possi*le to directly assig" resources to
activities% >or e1ample, Chris, a level co"tractor +ith the co")irmed s(ills a"d
status, is directly assig"ed to activity !1% 6o+ever, a tech"icia" level B role is
assig"ed to activity !% ,he pro3ect +ill proceed +hile ma"ageme"t determi"es the
*est availa*le resource to )ul)ill this role%
A00ing 2esources
Per)orm these steps to add resources to the resource pool% 0esources i"clude the
perso""el a"d e2uipme"t that per)orm +or( o" activities across all pro3ects%
0esources are ge"erally reused *et+ee" activities a"d#or pro3ects% 0esources ca" *e
disti"guished as either la*or, material, or "o"la*or% 9a*or a"d "o"la*or resources
are al+ays
time5*ased, a"d material resources, such as co"suma*le items, use a u"it o)
measure you ca" speci)y%
,o add a resource:
1. Clic( Resources%
F. O" the A#ministration page, clic( the Resources ta*%
B. O" the Resources ta*:
a% Clic( A## -4"sert., or clic( a" e1isti"g resource a"d clic( A## !hil# to
add a resource i" a hierarchy% & "e+ ro+ is added to the ta*le%
*% Clic( the 4eneral detail +i"do+%
?. 4" the 4eneral detail +i"do+, e"ter i")ormatio" i" the appropriate )ields%
6. O" the Resources ta*:
a% Clic( Select !olumns a"d select a"y additio"al colum" headi"gs that
you "eed i" your vie+%
*% Eou*le5clic( i" a"y additio"al )ields to e"ter
data% c% Clic( the .otes detail +i"do+%
@. 4" the .otes detail +i"do+, type a"y "otes you +a"t to capture )or the resource%
A. O" the Resources ta*, clic( Save -CtrlS7.%
*ips
Create import templates to add resources to the resource pool *y importi"g
resource data )rom a Microso)t E1cel -%1ls. spreadsheet%
5"
P6 'PPM ser7s /ui&e
Assigning a 2o!e to a 2esource
,he set o) roles you assig" to a resource descri*es the resource's s(ill capa*ilities%
,hese role assig"me"ts ma(e it easy to assig" resources to activities accordi"g to
role% Cou ca" also assig" roles to activities directly +he" you are u"sure o) the actual
resources availa*le to +or( o" those activities% Cou ca" later replace the roles +ith
the applica*le resources%
,o assig" a role to a resource:
1. Clic( Resources%
a% Clic( the resource%
*% Clic( the Roles detail +i"do+%
?. 4" the Roles detail +i"do+, clic( A## -4"sert.%
6. 4" the Select Role dialog *o1:
a% Choose a role a"d clic( Assign%
*% Choose a"y additio"al roles )or the resource a"d clic(
@. 4" the Roles detail +i"do+:
a% ,o cha"ge the pro)icie"cy level )or that role, dou*le5clic( the Pro5cienc )ield
a"d select a level%
*% & resource ca" have ma"y roles% ,he )irst role added is mar(ed as the primary
role%
,o cha"ge this, select the Primar Role )ield )or the appropriate role%
A. O" the Resources ta*, clic( Save -CtrlS7.%
*ips
&ssig" a resource to a role )rom the Roles ta* to vie+ all resources assig"ed
to a particular role%
Assigning a 2esource *ea" to a 2esource
Per)orm these steps to assig" a resource team to a resource% Cou ca" do this )rom
either the Resources ta* or the Resource Teams ta*% Use this method i) you +a"t
to vie+ all the resource teams assig"ed to a si"gle resource%
,o assig" a resource to a resource
team:
1. Clic(
Resources%
A#ministration%
F. O" the A#ministration page, clic( the
Resources ta*%
B. O" the Resources
ta*:
5(
a% Clic( the "ame o) the resource you are assig"i"g to a resource
team% *% Clic( the Resource Teams detail +i"do+%
?. 4" the Resource Teams detail +i"do+, clic( A## -4"sert.%
6. 4" the Select Resource Team dialog *o1:
a% E1pa"d either the 4lobal or -ser category, choose a resource team, a"d clic(
Assign%
.ote: 4) you "eed to create a "e+ resource team clic( o" the
4lobal or -ser category, a"d the" clic( A## Team%
*% 7elect additio"al teams, i) "ecessary, a"d clic(
@. O" the Resources ta*, clic( Save -CtrlS7.%
*ips
,o vie+ all resources assig"ed to a particular resource team, assig" a resource
to a resource team )rom the Resource Team ta*%
Configuring 2esource &ettings
Use the 7etti"gs detail +i"do+ availa*le )rom the &dmi"istratio" 0esources ta* to
de)i"e setti"gs )or the resource, such as the resource cale"dar a"d de)ault
u"its#time, as +ell as P6 Progress 0eporter setti"gs%
,o co")igure resource
setti"gs:
1. Clic(
Resources%
A#ministration%
F. O" the A#ministration page, clic( the
Resources ta*%
B. O" the Resources ta*, select the resource )or +hich you +a"t to de)i"e
ge"eral setti"gs%
?. Clic( the Settings detail +i"do+, revie+ the )ollo+i"g optio"s a"d ma(e
selectio"s *ased o" your pro3ect "eeds%
!alen#ar: &ssig" a cale"dar to the resource%
$efault -nits3Time: Use the de)ault value or cha"ge the de)ault u"its#time
value% E"ter these values as u"its per duratio" or as a perce"tage, depe"di"g o"
your choice i" the U"its#,ime >ormat area o) the My Pre)ere"ces page%
,vertime Allo)e#: 7elect to e"a*le the la*or resource to record overtime
hours )or activities%
,vertime "actor: ,ype the "um*er *y +hich the resource's sta"dard price
should *e multiplied to determi"e the resource's overtime price%
51
P6 'PPM ser7s /ui&e
Auto !ompute Actuals: 7elect to automatically calculate the selected
resource's actual 2ua"tity o) +or( accordi"g to the pro3ect pla" rather tha"
reported hours i" P6
Progress 0eporter% Clear this optio" i) you pla" to select -ses Timesheets%
!urrenc: Clic( to select a curre"cy that is di))ere"t )rom the de)ault
curre"cy, a"d clic( ,1%
!alculate !osts from -nits: 7elect this optio" to i"dicate that a"y "e+
assig"me"t )or this resource +ill have its cost recalculated +he"ever a"y
2ua"tity cha"ges occur, such as cha"gi"g a" activity's remai"i"g duratio"%
Progress Reporter Settings: Co")igure timesheet setti"gs )or the selected
resource%
6. O" the Resources ta*, clic( Save -CtrlS7.%
Assigning Ca!en0ars to 2esources
&ssig" a glo*al or resource cale"dar to a resource to determi"e +he" the
resource is availa*le to +or(%
,o assig" a cale"dar to a resource:
1. Clic( Resources%
a% Clic( a resource%
*% Clic( the Settings detail +i"do+%
?. 4" the Settings detail +i"do+, clic( i" the !alen#ar )ield%
6. 4" the Select !alen#ar .ame dialog
*o1: a% Choose the 4lobal or Resource
optio"% *% Choose a cale"dar%
.ote: 4) you +a"t a perso"al cale"dar )or the resource, clic(
!reate Personal !alen#ar% Cou ca" also create perso"al or
resource cale"dars )rom the Enterprise $ata page%
c% Clic( ,1%
@. O" the Resource ta*, clic( Save -CtrlS7.%
*ips
Cou ca" per)orm the same procedure )rom the Cale"dars )ield o" the 0esources
ta*%
Co")igure M !alen#ar to edit e1ceptio"s to your perso"al cale"dar% ,o
vie+ a perso"al cale"dar, the resource must *e a user i" the system%
Configuring *i"esheet 2eporting for 2esources
Co")igure timesheet reporti"g i) you are usi"g P6 Progress 0eporter%
6+
,o co")igure timesheet reporti"g )or a resource:
1. 4) the resource is "ot already de)i"ed as a user i" the system:
a% &dd the user%
*% &ssig" the resource to the "e+ user%
. E"a*le access to P6 Progress 0eporter a"d select the Team Member or
Progress
Reporter optio"%
F. Co")igure timesheet optio"s )or the resource i) you are impleme"ti"g "o"5
automatic approval%
*ips
>or )aster setup o) timesheet reporti"g, co")igure setti"gs o" the Timesheets page
o) the Application Settings pa"e, located o" the A#minister me"u% Use these
optio"s to automatically re2uire timesheet use a"d desig"ate a de)ault approval
ma"ager +he"ever you create a "e+ resource%
Configuring 2esource &ettings for *i"esheet 2eporting
Co")igure timesheet reporti"g setti"gs i) you are usi"g P6 Progress 0eporter
a"d are impleme"ti"g "o"5automatic approval%
,o co")igure resource setti"gs )or timesheet reporti"g:
.ote: Cou must per)orm these steps i" order +he"
co")iguri"g these setti"gs )or the )irst time )or each "e+
resource%
1. Clic( Resources%
B. O" the Resources ta*, clic( the Settings detail +i"do+%
?. 4" the Settings detail +i"do+, "e1t to the Timesheet -ser *ogin )ield, clic( %
6. 4" the Select -ser dialog *o1, select the resources "ame )rom the list a"d clic(
,1%
@. 4" the Settings detail +i"do+:
a% 7elect the -ses Timesheets optio" to e"a*le timesheet reporti"g )or the
resource%
.ote: 4) Auto !ompute Actuals is selected, clear the optio"
*e)ore selecti"g -ses Timesheets%
*% 4" the Timesheet Approval Manager )ield, clic( %
A. 4" the Select -ser dialog *o1, choose a ma"ager to assig" to the resource a"d
clic(
,1%
.otes:
6-
P6 'PPM ser7s /ui&e
4) you selected the .e) Resources -se Timesheets b
$efault optio" o" the Timesheets page o) the
Application Settings pa"e, +he" you create a "e+
resource, the -ses Timesheets optio" is selected
automatically a)ter you select a user )or the Timesheet
-ser *ogin )ield% Cou must still must gra"t that user
module access to log i"to P6 Progress 0eporter%
Users desig"ated as timesheet approval ma"agers are "ot
automatically gra"ted access to P6 Progress 0eporter, eve"
i) they are assig"ed the re2uired module access% ,o e"a*le
timesheet approval ma"agers to access P6 Progress
0eporter, you must co")igure them as timesheet resources,
as you +ould a"y other resource that re2uires access to P6
Progress 0eporter% Co")iguri"g timesheet approval ma"agers
as timesheet resources e"a*les approval ma"agers to log
i"to P6 Progress 0eporter to edit the timesheets o) their
reporti"g resources%
Assigning 2esource Co0es
8ith pote"tially hu"dreds o) resources i" use across the e"terprise, resource
codes provide a" e))icie"t mea"s )or trac(i"g a"d sorti"g resources )or reporti"g
or a"alysis%
Use this procedure to assig" resource codes to resources% O"ce assig"ed, you
ca" categoriDe resources usi"g codes%
,o assig" resource codes:
1. Clic( Resources%
*% Clic( the !o#es detail +i"do+%
?. O" the !o#es detail +i"do+, clic( A## -4"sert.%
6. O" the Select Resource !o#e dialog:
a% Choose a resource code a"d clic( Assign%
*% 7elect additio"al resource codes, i) "ecessary, a"d clic( Assign%
.ote: Cou ca" o"ly select o"e value )rom each code
"ame category% 4) you try to assig" a seco"d value )rom
the same category, the )irst value +ill *e replaced +ith
the "e+ value%
c% Clic( !lose%
62
Assigning 2esource 2ates
Use this procedure to assig" rates to resources% Cou ca" assig" multiple rates to
resources to re)lect price cha"ges over time% >or e1ample, suppose the price per u"it
)or a group o) resources +as T!%!! per hour )or the mo"ths 'a"uary through 'u"e,
*ut the price rate i"creases to TF!%!! starti"g i" 'uly through Eecem*er% Cou ca"
assig" time5varyi"g rates )or resources to more accurately determi"e total resource
-a"d activity. costs%
,o assig" resource rates:
1. Clic( Resources%
*% Clic( the -nits an# Prices detail +i"do+%
?. 4" the -nits an# Prices detail +i"do+:
*% 4" the Effective $ate )ield, dou*le5clic( to ope" the cale"dar a"d choose a
date to start the "e+ rate%
c% 4" the Ma2 -nits3Time )ield, dou*le5clic( a"d type the ma1imum +or(
u"its per time )or this resource%
d% 4" the appropriate price )ields, dou*le5clic( a"d type a" amou"t% ,he de)ault
time period is price per hour u"less you speci)y a"other time period%
Assigning 2esource Cur#es to 2esource or 2o!e Assign"ents fro" the 2esources
Assign"ents Page
Cou ca" assig" a resource distri*utio" curve to a"y resource or role assig"me"t o"
activities +ith a duratio" type o) >i1ed Euratio" a"d U"its#,ime or >i1ed Euratio" U
U"its%
,o assig" a resource curve:
1. Clic( Resources%
. O" the Resources "avigatio" *ar, clic( Assignments%
F. O" the Assignments page, display the !urves colum" i) it is "ot visi*le o" the
ta*le% ,o display the !urves colum", clic( !ustomi6e !olumns%
B. 4" the !ustomi6e !olumns dialog *o1:
a% E1pa"d 4eneral a"d dou*le5clic( !urve to move it to the Selecte#
!olumns list% *% Clic( ,1%
?. O" the Assignments page:
a% Clic( the ro+ +ith the resource or role%
63
P6 'PPM ser7s /ui&e
*% Eou*le5clic( the !urve )ield, a"d clic( %
6. 4" the Select !urves dialog *o1, choose a curve a"d clic( ,1%
@. O" the Assignments page, clic( Save -CtrlS7.%
.ote: Cou ca" also assig" resource curves to resource or
role assig"me"t )rom the Activities page%
About 2esource *ea"s
0esource teams provide a co"ve"ie"t +ay )or you to associate perso""el i"to
smaller, more mea"i"g)ul groups +ithi" a" orga"iDatio"% Usi"g resource teams
i"creases e))icie"cy i" sta))i"g activities, trac(i"g allocatio", a"d commu"icati"g
pro3ect progress a"d per)orma"ce% 8he" +or(i"g +ith pages a"d ta*s that display
resource data, such as the 0esources Pla""i"g, &ssig"me"ts, or &"alysis pages, you
ca" choose to orga"iDe *y resource team% Cou ca" the" choose to vie+ team data,
such as total u"its )or the team, or vie+ i"dividual u"it values )or each team
mem*er% >or e1ample, the 0esource Usage ta* availa*le )rom the &"alysis page
provides total allocatio" data )or the team, as +ell as )or each team resource +he"
the ta* is grouped *y 0esource ,eam%
Glo*al resource teams are availa*le to all users% User resource teams are o"ly
accessi*le to the user curre"tly logged i"% Cou ca" create a"d modi)y user resource
teams )or your perso"al use% & resource ca" *e assig"ed to more tha" o"e resource
team% 4) you have the re2uired security privilege, you ca" also create a"d modi)y
glo*al resource teams%
4" additio" to vie+i"g 0esource ,eams )rom the 0esources sectio", you ca" vie+
the resources that *elo"g to a team, i"cludi"g each resource's primary role a"d
"um*er o) active pro3ects, *y vie+i"g the 0esource ,eam 7ummary portlet o" the
Eash*oards page%
Creating 2esource *ea"s
Create resource teams to reduce pote"tially large resource pools i"to smaller,
more mea"i"g)ul a"d ma"agea*le groups%
,o create a resource team:
1. Clic( Resources%
F. O" the A#ministration page, clic( the Resource Teams ta*%
B. O" the Resource Teams ta*:
a% 4) you are creati"g a glo*al resource team, clic( the 4lobal Resource
Teams ro+ a"d clic( A## -4"sert.%
4) you are creati"g a team o"ly )or your use, clic( the -ser Resource
Teams ro+ a"d clic( A## -4"sert.%
*% 4" the .ame )ield, dou*le5clic( a"d type a resource team "ame%
64
*% Choose a"y additio"al resources to add to the resource team a"d clic( Assign7
c% Clic( !lose7
@. O" the Resource Teams ta*, clic( Save -CtrlS7.%
Assigning a 2esource to a 2esource *ea"
Per)orm these steps to assig" a resource to a resource team% Cou ca" assig" a
resource to a resource team )rom the Resource ta* or the Resource Teams ta*%
Use this method i) you +a"t to vie+ all resources assig"ed to a particular resource
team%
,o assig" a resource to a resource team:
1. Clic( Resources%
F. O" the A#ministration page, clic( the Resource Teams ta*%
B. O" the Resource Teams ta*, e1pa"d either the 4lobal Resource Teams or the
-ser
Resource Teams category a"d clic( a resource team "ame%
*% 7elect additio"al resources, i) "ecessary, a"d clic(
@. O" the Resource Teams ta*, clic( Save -CtrlS7.%
*ips
,o vie+ all resource teams assig"ed to a particular resource, assig" a resource team
to a resource )rom the Resources ta*%
&etting /p *he Wor% 9rea%0own &tructure
About Wor% 9rea%0own &tructures 6W9&7
& 8G7, or +or( *rea(do+" structure, is a hierarchical arra"geme"t o) +or( activities
that divides a pro3ect i"to discrete levels, phases, or layers% ,he 8G7 is structured i"
levels o) +or( detail, *egi""i"g +ith the delivera*le a"d separated i"to ide"ti)ia*le
+or( eleme"ts%
65
P6 'PPM ser7s /ui&e
8he" creati"g a pro3ect, the pro3ect ma"ager typically develops the 8G7 )irst%
,he ma"ager assig"s docume"ts to each 8G7 eleme"t, a"d the" de)i"es
activities to complete that eleme"t% 4" additio" to docume"t a"d activity
assig"me"ts, each 8G7 eleme"t ca" also have speci)ic ear"ed value calculatio"
setti"gs, issue assig"me"ts, a"d "ote*oo( topics%
Each pro3ect has its o+" 8G7 hierarchy +ith the top5level 8G7 eleme"t e2ual to
that o) each e"terprise pro3ect structure -EP7. "ode or pro3ect% Each 8G7 eleme"t
ca" co"tai" more detailed 8G7 levels, activities, or *oth%
Wor%ing with W9& E!e"ents
4) you have the &dd#Edit#Eelete 8G7 E1cept Costs#>i"a"cials pro3ect privilege, you
ca" add, copy a"d paste, cut a"d paste, modi)y, or delete 8G7 eleme"ts%
+efore ou begin
,o add, copy a"d paste, cut a"d paste, edit, or delete 8G7 eleme"ts, +hether you
are +or(i"g +ith a si"gle pro3ect or a group o) pro3ects, the groupi"g i" your vie+
must *e co")igured to have the *evel 8 "iel# list set to W3-% Either select this type
o) vie+ )rom the Activit 9ie) list or, i) "ecessary, modi)y the groupi"g, customiDe
the vie+, or create a "e+ vie+%
A## W+S elements
E1cept )or the top level eleme"t o) the 8G7 hierarchy, +hich represe"ts the pro3ect,
you ca" add a 8G7 eleme"t at the same level as a" e1isti"g eleme"t -si*li"g. or at
a su*ordi"ate level -child.% &t the top level o) the 8G7, you ca" add o"ly child
eleme"ts%
4" additio" to creati"g a *ra"d "e+ 8G7 eleme"t, you ca" create o"e )rom a
template, or *y copyi"g a curre"t 8G7 eleme"t a"d modi)yi"g the co"te"t%
!op an# Paste W+S elements
8he" you copy a 8G7 eleme"t, all activities a"d child 8G7s su*ordi"ate to the 8G7
eleme"t are also copied%
8he" you copy a 8G7 a"d paste it i"to the same pro3ect, all data e1cept the
)ollo+i"g is copied:
7ummary data
&ctivity )eed*ac(
0elatio"ships to activities that +ere "ot i"cluded i" the copied 8G7
Eocume"ts )rom the co"te"t repository
7tatus update history -)or ,eam Mem*er applicatio"s.
8he" you copy a 8G7 )rom o"e pro3ect a"d paste it i"to a"other, all data e1cept
the )ollo+i"g is copied:
7ummary data
&ctivity )eed*ac(
0elatio"ships to activities that +ere "ot i"cluded i" the copied 8G7
66
Pro3ect a"d EP7 activity codes
0is( assig"me"ts
Eocume"ts )rom the co"te"t repository
8or( products a"d docume"ts -8P U docs.
7tatus update history -)or ,eam Mem*er
applicatio"s. Cou ca""ot copy a 8G7 i) a"y o) the
)ollo+i"g are true:
&ll ope" pro3ects are chec(ed out i" P6 Pro)essio"al or are ope"ed e1clusively
*y a"other user%
Cou do "ot have the re2uired security privileges%
Multiple 8G7s are selected% Cou ca" o"ly copy o"e 8G7 at a time%
Cou have ,eam Mem*er pro3ect module access%
!ut an# Paste W+S Elements
8he" you cut a"d paste a 8G7, all data is retai"ed% Cou ca""ot cut a 8G7 )rom o"e
pro3ect a"d paste the 8G7 to a"other pro3ect% 4) you "eed to move the 8G7 to a
diJere"t pro3ect, copy the 8G7 a"d paste it to the "e+ locatio", a"d the" delete the
origi"al e"try%
Cou ca""ot cut a 8G7 i) a"y o) the )ollo+i"g are true:
&ll ope" pro3ects are chec(ed out i" P6 Pro)essio"al or are ope"ed e1clusively
*y a"other user%
Cou do "ot have the re2uired security privileges%
Multiple 8G7s are selected% Cou ca" o"ly copy o"e 8G7 at a time%
Cou have ,eam Mem*er pro3ect module access%
Mo#if W+S elements
6oriDo"tal arro+s cha"ge the level o) a" eleme"t i" the hierarchy% ;ertical
arro+s cha"ge the positio" o) a" eleme"t +ithi" its curre"t level%
$elete W+S elements
4) you attempt to delete a 8G7 that has activities associated +ith it, you must
speci)y +hat you +a"t to do +ith the activities:
,o delete the 8G7, *ut reassig" its activities to the pare"t 8G7, select Merge%
,o delete *oth the 8G7 a"d its associated activities, select $elete%
.ote: ,hese t+o optio"s also appear i) the 8G7 has *oth
activities a"d pla""ed resource allocatio"s% 6o+ever, resource
allocatio"s ca""ot *e merged% 0egardless o) the optio" you
choose, the pla""ed resource allocatio"s are deleted% >or this
reaso", +he" a 8G7 has pla""ed resource allocatio"s *ut "o
activities, these optio"s do "ot appear%
6"
P6 'PPM ser7s /ui&e
Creating a W9&
Create a +or( *rea(do+" structure -8G7. to divide a pro3ect i"to levels% Cou ca"
create si*li"g 8G7s to represe"t 8G7s that are hierarchically e2ual, or child 8G7s to
represe"t 8G7s that are su*ordi"ate to pro3ects or other 8G7s%
,o create a 8G7:
1. Ope" o"e or more pro3ects i" the Pro%ects sectio" usi"g o"e o) the )ollo+i"g
methods:
Clic( Pro%ects to ope" the last pro3ect or group o) pro3ects you +ere +or(i"g
+ith%
Clic( the Pro%ects me"u a"d choose o"e o) the most rece"tly used pro3ects
or group o) pro3ects%
Clic( the Pro%ects me"u a"d choose ,pen Pro%ects to select a pro3ect or
group o) pro3ects *y port)olio type, EP7 "ode, or pro3ect code%
. O" the Pro%ects "avigatio" *ar, clic( Activities%
F. O" the Activities page:
a% 7elect a 8G7 or pro3ect% ,he 8G7 ca" act as a si*li"g or a pare"t% ,he
pro3ect +ill al+ays act as a pare"t%
*% Clic( the Actions me"u:
,o add a si*li"g, select A## A## Sibling W+S -7hi)tS4"sert.%
,o add a child, select A## A## !hil# W+S -CtrlS4"sert.%
c% Eou*le5clic( i" the W+S3Activit )ield to e"ter a "ame )or the "e+
8G7% d% Clic( the Actions me"u a"d select Save -CtrlS7.%
*ips
Create a" Activit 9ie) +ith groupi"g co")igured to have the *evel 8 "iel#
list set to W3-% 8he" you co")igure this vie+, you are a*le to add, edit, or
delete 8G7 eleme"ts%,his type o) vie+ is ide"ti)ied *y the -8G7. ico"% 4) this
type o) vie+ is already availa*le, clic( the Activit 9ie) list o" the Activities
tool*ar, a"d select it%
,he 8G7 +ill automatically *e assig"ed a "ame *ased upo" the pro3ect or 8G7
you select% >or e1ample, i) the pro3ect or 8G7 is "amed W3-4 3usiness Pro5ect
0%6, the applicatio" +ill automatically "ame the "e+ W3-4 3usiness Pro5ect 0%6%
Cou ca" also right5clic( a 8G7 or pro3ect a"d select A## !hil# W+S, A##
Sibling W+S, or A## W+S from Template to create a 8G7%
,o create a 8G7 )rom a" e1isti"g 8G7, right5clic( o" a 8G7 a"d select !op%
7elect a 8G7 to paste the copied 8G7% 0ight5clic( a"d paste the 8G7, +hich
i"cludes its associated activities a"d data items, +ith some e1ceptio"s, to the
"e+ locatio"%
Creating a W9& fro" a *e"p!ate
Cou ca" add a prede)i"ed 8G7 eleme"t )rom a template to a
pro3ect% ,o add a 8G7 )rom template:
methods:
6(
+ith%
a% Clic( the 9ie) me"u a"d select Table%
*% Clic( the 9ie) me"u a"d select 4roup777%
c% O" the !ustomi6e 4roupings dialog *o1, set the *evel 8 )ield to W3- a"d
the Sort
,r#er )ield to *ierarch% Clic( ,1%
d% 4" the &ctivity ,a*le, right5clic( a pro3ect or 8G7 eleme"t a"d select A## W+S
from
Template%
B. 4" the Select W+S dialog *o1, select a 8G7 )rom the list o) templates a"d clic(
,1%
?. O" the Activities page:
a% Update the "ame i" the W+S3Activit )ield%
*% Clic( the Actions me"u a"d select Save -CtrlS7.%
*ips
,he applicatio" automatically assig"s the 8G7 eleme"t a "ame *ased upo"
the selected 8G7%
Configuring 'enera! W9& -nfor"ation
Co")igure 8G7 i")ormatio" to accou"t )or a"y updates or cha"ges made to the
8G7% ,o co")igure ge"eral 8G7 i")ormatio":
methods:
+ith%
F. O" the Activities page, select a 8G7 a"d clic( the 4eneral detail +i"do+%
B. 4" the 4eneral detail +i"do+:
a% &dd or remove colum"s as "eeded to co")igure to the detail
+i"do+% *% 7elect a" optio" or e"ter a value )or each )ield%
?. O" the Activities page, clic( the Actions me"u a"d select Save
-CtrlS7.%
61
P6 'PPM ser7s /ui&e
(efining Earne0 @a!ue Ca!cu!ations for W9& E!e"ents
Ear"ed value is a tech"i2ue )or measuri"g pro3ect per)orma"ce accordi"g to *oth
pro3ect costs a"d the schedule% ,his tech"i2ue compares the pla""ed cost o) the
+or( to the actual cost% 8hile ear"ed value a"alysis is typically per)ormed )or 8G7
eleme"ts, you ca" also per)orm a" ear"ed value a"alysis )or activities, groups o)
activities, or o"e or more pro3ects%
Cou ca" de)i"e the tech"i2ue used to calculate the Performance Percent
!omplete
a"d Estimate to !omplete used i" the ear"ed value calculatio":
Earne# 9alue VPerformance : !omplete 1 +u#get At
!ompletion /+A!0
,o de)i"e the de)ault P6 tech"i2ue )or computi"g ear"ed value calculatio"s:
1. Clic( A#minister a"d select Application Settings%
. O" the Application Settings pa"e, clic( Earne# 9alue%
,o de)i"e the tech"i2ue )or computi"g ear"ed value calculatio"s )or a 8G7:
1. Clic( Pro%ects%
a% 7elect a" activity vie+ that is grouped *y 8G7, or group *y
8G7% *% E1pa"d the pro3ect a"d a"y pare"t 8G7 eleme"ts%
c% 7elect a 8G7 to de)i"e the tech"i2ue used )or computi"g ear"ed value%
d% Clic( the Earne# 9alue detail +i"do+%
B. 4" the Earne# 9alue detail +i"do+:
a% 4" the Techni;ue for computing performance percent complete sectio",
select the tech"i2ue you +a"t to use )or calculati"g a" activity's ear"ed value%
*% 4" the Techni;ue for computing Estimate to !omplete /ET!0 sectio",
select the tech"i2ue you +a"t to use )or calculati"g E,C%
Wor%ing with W9& Mi!estones
Cou ca" add a" almost u"limited "um*er o) 8G7 milesto"es, +hich ca" *e used
i"stead o) activities to calculate ear"ed value% 8G7 milesto"es are assig"ed at the
8G7 level, a"d each milesto"e is give" a +eight represe"ti"g its importa"ce i" the
pro3ect schedule% 8he" you mar( a 8G7 milesto"e as complete, P6 uses its +eight
to calculate the per)orma"ce perce"t complete o) all activities i"cluded i" the 8G7
level% ,hat is, the per)orma"ce perce"t complete is applied to all activities u"der
that 8G7 level a"d the" rolled *ac( up to the 8G7%
"+
>or e1ample, suppose a particular level o) the 8G7 i"cludes te" activities, a"d
actual )i"ish dates have *ee" e"tered )or )ive o) these activities% ,he same 8G7 is
also assig"ed )our 8G7 milesto"es havi"g e2ual +eights, *ut o"ly o"e o) these
milesto"es is mar(ed as complete% P6 uses the completed 8G7 milesto"e to
calculate the 8G7 levelPs per)orma"ce perce"t complete as ?I, eve" though ?!I
o) the activities i"cluded i" the 8G7 level are )i"ished%
4" the i"itial stages o) pro3ect pla""i"g, decide ho+ you +a"t P6 to calculate ear"ed
value, perce"t complete, resource use, a"d )i"a"cial data% Cou may +a"t to use 8G7
milesto"es +he" higher5level tas( i"creme"ts comprise a *ody o) activities a"d you
+a"t to co"trol the activities at the 8G7 level% >or e1ample, to co"trol the desig" o)
a "e+ product, you might assig" 8G7 milesto"es to the ma3or steps re2uired to
complete the desig" such as dra)ti"g the re2uireme"ts, +riti"g the desig"
speci)icatio"s, a"d so o"% Each o) these milesto"es +ould co"tai" the detailed
activities re2uired to complete it%
Wor%ing with W9& Categories
Use the W+S !ategories page to de)i"e custom +or( *rea(do+" structure -8G7.
categories% Categories are "ot pro3ect5speci)ic/ you ca" assig" them to a"y 8G7
eleme"ts i" the EP7% 8G7 categories help re)lect your orga"iDatio"Ps termi"ology
a"d u"i2ue re2uireme"ts% Cou ca" also use categories to group, sort, a"d )ilter 8G7
eleme"ts%
"-
P6 'PPM ser7s /ui&e
*ab!e of W9& Category A0"inistration
-te" (escription
W+S !ategories: Use the W+S !ategories page to vie+ a"d
add 8G7 categories% ,his page is part o) the E"terprise Pro3ect
Eata )or your orga"iDatio"%
!ategor fiel#: ,he !ategor )ield sho+s the 8G7 category's
"ame% Cou ca" edit this value%
*ab!e of W9& Category Assign"ent
-te" (escription
Activities page: O" the Activities page, use the 4eneral detail
+i"do+ to select the 8G7 category you +a"t to assig"%
4eneral $etail Win#o): 4" the 4eneral detail +i"do+, you ca"
assig" a 8G7 category *y clic(i"g i" the W+S !ategor )ield% 4) the
W+S !ategor )ield is "ot visi*le, clic( !olumns a"d choose
W+S !ategor% ,he category you assig" helps orga"iDe the 8G7
eleme"t +ithi" the pro3ect% >or e1ample, a 8G7 category called
Desi"n +ould i"dicate that this 8G7 +ill )ocus o" desig" tas(s%
"2
-te" (escription
Select W+S !ategor #ialog bo2: Use the Select W+S !ategor
dialog *o1 to assig" a 8G7 category% Cou ca" select o"ly o"e
category% 4) you are assig"i"g a 8G7 category to a pare"t 8G7, you
+ill *e as(ed i) you also +a"t to assig" that category to the child 8G7
eleme"ts% Choose yes or "o as "eeded%
Estab!ishing Pro$ect Co0es
About Pro$ect Co0es
Pro3ect codes help you trac( di))ere"t pro3ects *ased o" characteristics they share%
Cou ca" use pro3ect codes to arra"ge pro3ects hierarchically +he" your EP7 co"tai"s
ma"y pro3ects +ithi" ma"y levels% 4) you have ma"y pro3ects i" the hierarchy,
pro3ect codes help you group a"d )ilter pote"tially vast amou"ts o) i")ormatio"
spa""i"g di))ere"t areas o) the orga"iDatio"% ,he applicatio" supports a" almost
u"limited "um*er o) hierarchical pro3ect codes a"d values/ you ca" esta*lish as
ma"y as you "eed to meet the )ilteri"g, sorti"g, a"d reporti"g re2uireme"ts o) your
orga"iDatio"%
"3
P6 'PPM ser7s /ui&e
Wor%ing with Pro$ect Co0es
Create a"d co")igure pro3ect codes i" the &dmi"ister sectio" o) the applicatio"% >or
each pro3ect code, create as ma"y code values as "eeded to assig" to pro3ects to
trac( them over time% Periodically, revisit your e"terprise data setti"gs to add,
modi)y, or delete pro3ect codes a"d values%
*ab!e 1 of )4 A0"inistering Pro$ect Co0es
-te" (escription
A#minister menu: Ee)i"e pro3ect codes i" E"terprise Eata%
Pro%ect !o#es page: ,he Pro%ect !o#es page availa*le
u"der the e1pa"ded Pro3ects e"try%
Pro%ect !o#es toolbar: Create codes a"d values, add colum"s,
a"d move e"tries usi"g the tools i" the tool*ar%
.ame 5el#: Eisplays *oth the code's "ame a"d the code value's
short ide"ti)ier% >or e1ample, the 1 Ma"datory code value appears
u"der the Priority pro3ect code%
$escription 5el#: Eisplays the )ull "ame )or the code value%
"4
-te" (escription
Weighte# !o#e fiel#s: 8eighted pro3ect codes e"a*le you to ra"(
or prioritiDe pro3ects usi"g a +eight value a"d the" vie+ pro3ects *y a
score determi"ed *y the applicatio"% >or e1ample, assume you ra"(
pro3ects i" terms o) ris(% Pro3ect codes +ith the highest score have the
most ris(/ those +ith the lo+est score have the least ris(% ,o add
+eight to a pro3ect code, e"ter a value i" the Weight colum"% ,o vie+
the score o) each +eighted pro3ect code, display the Pro%ect Score
)ield i" the Pro%ect Statistics portlet, i" a"y scorecard port)olio vie+,
or o" the EPS page%
*ab!e 2 of )4 /sing Pro$ect Co0es with the EP&
-te" (escription
4roupe# b !ontract Tpe: ,he pro3ects i" this EP7 vie+ are
grouped at their outermost level -9evel 1. *y Pro%ect Tpe%
4roupe# b $ivision3,ffice: ,he pro3ects are also grouped *y
*ocation at their seco"d level -9evel .%
!ustomi6e 4roupings #ialog bo2: Use this dialog *o1 to set the
groupi"gs, colors, a"d sort order%
"5
P6 'PPM ser7s /ui&e
*ab!e ) of )4 /sing Pro$ect Co0es with Portfo!ios an0 Pro$ects
-te" (escription
Portfolios 4roupe# b Pro%ect !o#e: ,he Ope" Port)olio
dialog *o1 grouped *y pro3ect code%
A Portfolio +ase# on a Pro%ect !o#e 9alue: 4" this e1ample, the
user has selected the Development pro3ect code% &ll pro3ects
assig"ed to this code value +ill *e ope"ed as a port)olio%
Pro%ects 4roupe# b Pro%ect !o#e: ,he Ope" Pro3ects dialog *o1
grouped *y pro3ect code% Gehi"d the list, "otice the search )ield% Cou
ca" use this )ield to search )or a pro3ect *y pro3ect code%
Pro%ects +ase# on a Pro%ect !o#e 9alue: 4" this e1ample, the
user has selected the seco"d o) )ive pro3ects u"der the < *o)
Priorit code value, +hich is itsel) part o) the Priorit pro3ect code%
Creating Pro$ect Co0es
Create pro3ect codes to represe"t pro3ect evaluatio" criteria% ,hese steps represe"t
the mi"imum re2uired to create a pro3ect code%
,o create a pro3ect code:
1. Clic( the Pro%ects me"u a"d select Enterprise Pro%ect $ata, or clic( the
A#minister
me"u a"d select Enterprise $ata%
. 4" the Enterprise $ata pa"e, e1pa"d Pro%ects a"d clic( Pro%ect !o#es%
"6
F. O" the Pro%ect !o#es page:
a% Clic( A## !o#e -4"sert.%
*% Move the pro3ect code to the correct locatio" i" the list *y clic(i"g the
Move
$o)n -CtrlS&ltSEo+". a"d Move -p -CtrlS&ltSUp.
arro+s% c% 4" the .ame )ield, dou*le5clic( a"d type a u"i2ue
code%
d% 4" the Ma2imum *ength )ield, dou*le5clic( a"d clic( the up or do+"
arro+ to speci)y pro3ect code value le"gth%
e% Clic( Save -CtrlS7. %
*ips
Pro3ect codes at the same level are si*li"gs% 7u*ordi"ate pro3ect codes are childre"%
Creating Pro$ect Co0e @a!ues
Create pro3ect code values to group, sort, a"d )ilter pro3ect
data% ,o create pro3ect code values:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Pro%ects a"d clic( Pro%ect !o#es%
F. O" the Pro%ect !o#es page:
a% 7elect a code%
*% Clic( A## !o#e 9alue%
.ote: ,he code value +ill *e added to the selected pro3ect
code%
c% Move the pro3ect code value to the correct locatio" i" the list a"d hierarchical
positio" *y clic(i"g the Move -p -CtrlS&ltSUp., Move $o)n
-CtrlS&ltSEo+"., Move *eft -CtrlS&ltS9e)t., a"d Move Right
-CtrlS&ltS0ight. arro+s%
d% 4" the .ame )ield, dou*le5clic( a"d type a code value%
.ote: ,he code value ca""ot e1ceed the Ma2imum *ength
speci)ied *y the pro3ect code%
e% 4" the $escription )ield, dou*le5clic( a"d type a *rie) "arrative a*out the
code value%
)% 4" the Weight )ield, dou*le5clic( a"d type a value% 8eight de)aults to !%! i)
you do "ot type a value%
.ote: ,he +eight re)lects the ra"(i"g o) this value agai"st
other values i" the pro3ect code%
B. Clic( Save -CtrlS7.%
""
P6 'PPM ser7s /ui&e
*ips
Pro3ect code values at the same level are si*li"gs% 7u*ordi"ate pro3ect code values
are childre"%
Assigning Pro$ect Co0es
&ssig" pro3ect codes to categoriDe
pro3ects% ,o assig" a pro3ect code:
methods:
+ith%
. O" the Pro%ects "avigatio" *ar, clic( EPS%
F. O" the EPS page, select a pro3ect a"d clic( the !o#es detail +i"do+%
B. 4" the !o#es detail +i"do+, clic( Assigning Pro%ect !o#es -4"sert.%
?. 4" the Select Pro%ect !o#es dialog *o1, assig" codes a"d clic( !lose%
6. O" the EPS page, clic( the Actions me"u a"d clic( Save -CtrlS7.%
/ser8(efine0 fie!0s
About /ser (efine0 5ie!0s
User de)i"ed )ields allo+ you to create a"d mai"tai" data speci)ic to your
orga"iDatio"% >or e1ample, you ca" trac( additio"al activity data, such as delivery
dates a"d purchase order "um*ers% Cou ca" also trac( additio"al resource data or
pro3ect
cost5related data, such as pro)it, varia"ces, a"d revised *udgets% User de)i"ed )ields
are glo*al, so they ca" *e used across all pro3ects i" your orga"iDatio"%
Cou ca" also create pro3ect user de)i"ed )ields% Pro3ect user de)i"ed )ields trac(
i")ormatio" speci)ic to pro3ects% >or e1ample, your orga"iDatio" might re2uire a
custom )ield to trac( pro3ect pro)it% Pro3ect user de)i"ed )ields are u"i2ue i" that you
ca" de)i"e a )ormula or stateme"t to automatically calculate )ield values, a"d
ide"ti)y graphical i"dicators to display )or a )ield, *ased o" its value%
Creating Acti#ity /(5s
Create activity user de)i"ed )ields -UE>s. i) the prede)i"ed )ields do "ot meet your
"eeds% ,o create a" activity UE>:
A#minister
"(
. 4" the Enterprise $ata pa"e, e1pa"d Activities a"d clic( Activit -$"s%
F. O" the Activit -$"s page:
*% 4" the -ser $efine# "iel#, dou*le5clic( a"d type a "ame%
c% 4" the $ata Tpe )ield, dou*le5clic( a"d choose a type )rom the
list% d% Clic( Save -CtrlS7.%
Creating Assign"ent /(5s
Create assig"me"t user de)i"ed )ields -UE>s. i) the prede)i"ed )ields do "ot meet
your "eeds%
,o create a" assig"me"t UE>:
1. Clic( the Resources me"u a"d select Enterprise Resource $ata, or clic( the
A#minister me"u a"d select Enterprise $ata%
. 4" the Enterprise $ata pa"e, e1pa"d Resources a"d clic( Assignment -$"s%
F. O" the Assignment -$"s page:
Creating (ocu"ent /(5s
Create docume"t user de)i"ed )ields -UE>s. i) the prede)i"ed )ields do "ot meet
your "eeds%
,o create a docume"t UE>:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d $ocuments a"d clic( $ocument -$"s%
F. O" the $ocument -$"s page:
Creating E3pense /(5s
Create e1pe"se user de)i"ed )ields -UE>s. i) the prede)i"ed )ields do "ot meet
your "eeds%
,o create a" e1pe"se UE>:
"1
P6 'PPM ser7s /ui&e
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Activities a"d clic( E2pense -$"s%
F. O" the E2pense -$"s page:
c% 4" the $ata Tpe )ield, dou*le5clic( a"d choose a type )rom the list%
Creating -ssue /(5s
Create issue user de)i"ed )ields -UE>s. i) the prede)i"ed )ields do "ot meet your
"eeds% ,o create a" issue UE>:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Issues a"d clic( Issue -$"s%
F. O" the Issue -$"s page:
Creating Pro$ect /(5s
Create pro3ect user de)i"ed )ields -UE>s. i) the prede)i"ed )ields do "ot meet your
"eeds% Pro3ect UE>s have )ormulas that automatically calculate values )or the )ield%
,o create a pro3ect UE>:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Pro%ects a"d clic( Pro%ect -$"s%
F. O" the Pro%ect -$"s page:
d% 4" the -$" Tpe )ield, dou*le5clic( a"d choose Manual or "ormula )rom the
list%
.ote: Choosi"g "ormula e"a*les the )ields i" the "ormula
detail +i"do+, allo+i"g you to de)i"e a )ormula or stateme"t
to calculate the value o) the )ield% 4) "o calculatio" is
re2uired, choose Manual%
(+
B. 4" the "ormula detail +i"do+, de)i"e a )ormula or stateme"t%
?. 4" the In#icators detail +i"do+, de)i"e a graphical i"dicator%
6. O" the Pro%ect -$"s page, clic( Save -CtrlS7.%
*ips
Cou ca""ot de)i"e a )ormula )or )ields +ith '4"dicator' mar(ed%
4) you de)i"e a" i"dicator, a chec(mar( +ill appear i" the In#icator )ield%
Cou ca" edit the 4"dicator detail +i"do+ o"ly i) you select 4"teger, Cost, a"d
<um*er%
Creating 2esource /(5s
Create resource user de)i"ed )ields -UE>s. i) the prede)i"ed )ields do "ot meet
your "eeds%
,o create a resource UE>:
. 4" the Enterprise $ata pa"e, e1pa"d Resources a"d clic( Resource -$"s%
F. O" the Resource -$"s page:
*% 4" the -ser $efine# "iel#, e"ter a
"ame% c% 4" the $ata Tpe list, select a
type%
d% Clic( Save -CtrlS7. %
Creating 2is% /(5s
Create ris( user5de)i"ed )ields -UE>s. to store additio"al pro3ect ris( data o" the
Ris's page that is perti"e"t to your pro3ect or *usi"ess a"d is "ot availa*le )rom
the de)ault )ields% >or e1ample, you might "eed to i"clude a locatio" )ield to
ide"ti)y +here the ris( might occur, or a ra"(i"g )ield to determi"e the order i"
+hich the ris(s +ill *e ha"dled%
UE>s ca" *e o) ma"y types: te1t, start date, )i"ish date, cost, "um*er,
i"teger, or i"dicator% Eata )rom UE>s is "ot used i" scori"g calculatio"s%
,o create a ris( UE>:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Ris's a"d clic( Ris' -$"s%
F. O" the Ris' -$"s page:
*% 4" the -ser $e5ne# "iel#, dou*le5clic( a"d type a "ame%
c% 4" the $ata Tpe )ield, dou*le5clic( a"d choose a data type )rom the
(-
P6 'PPM ser7s /ui&e
Creating &tep /(5s
Create step user de)i"ed )ields -UE>s. i) the prede)i"ed )ields do "ot meet your
"eeds% ,o create a step UE>:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Activities a"d clic( Step -$"s%
F. O" the Step -$"s page:
Creating W9& /(5s
Create 8G7 user de)i"ed )ields -UE>s. i) the prede)i"ed )ields do "ot meet your
"eeds% ,o create a 8G7 UE>:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Pro%ects a"d clic( W+S -$"s%
F. O" the W+S -$"s page:
(efining 5or"u!as for /ser (efine0 5ie!0s
Ee)i"e )ormulas to calculate values )or the user de)i"ed )ield%
Cou must create a pro3ect user de)i"ed )ield *e)ore de)i"i"g a
)ormula% ,o de)i"e )ormulas )or user de)i"ed )ields:
A#minister
F. O" the Pro%ect -$"s page, select a UE> a"d clic( the "ormula detail +i"do+%
.ote: ,he -$" Tpe must *e set to "ormula to access the
"ormula
detail +i"do+%
B. 4" the "ormula detail +i"do+:
(2
a% Clic( the "iel#s list a"d choose a )ield%
.ote: Cou ca" select a"y e1isti"g pro3ect5related )ield
de)i"ed i" the pro3ect ma"ageme"t data*ase, i"cludi"g
pro3ect codes, or a"y other user de)i"ed )ield that e1ists )or
your orga"iDatio"%
*% Clic( Insert "iel#%
c% Co"ti"ue to *uild your )ormula *y i"serti"g )ields a"d usi"g the operator
*utto"s%
?. Clic( Save -CtrlS7.%
*ips
Operator *utto"s i"clude: S, 5, W, #, -, a"d .%
(efining -n0icators for /ser (efine0 5ie!0s
Ee)i"e i"dicators )or user de)i"ed )ields -UE>s. that +ill display *ased o" criteria set
)or )ield values% >or e1ample, you ca" choose a graphical i"dicator to display +he"
the value o) the )ield e2uals a certai" "um*er, or +he" the value o) the )ield )alls
*et+ee" a certai" ra"ge o) dates%
Cou must create a pro3ect user de)i"ed )ield *e)ore de)i"i"g a" i"dicator%
.ote: Cou ca" ide"ti)y graphical i"dicators o"ly )or )ields +ith a
'Cost', '4"teger', or '<um*er' $ata Tpe%
,o de)i"e i"dicators )or UE>s:
A#minister
F. O" the Pro%ect -$"s page, select a UE> a"d clic( the In#icators detail +i"do+%
.ote: Cou ca" also )ollo+ these steps )or the Summar In#icators
detail +i"do+
B. 4" the In#icators detail +i"do+ repeat the )ollo+i"g )or each parameter
stateme"t:
a% Clic( the Select Parameter list a"d choose a
parameter% *% 7elect the 9alue or "iel# optio"%
1% 4) you select the 9alue optio", dou*le5clic( the )ield a"d type a value%
% 4) you select the "iel# optio", clic( the list a"d select a )ield%
.ote: 4) you select a =is +ithi" the ra"ge o)= or =is "ot i" the
ra"ge o)= co"ditio", use the 9alue )ield to speci)y the lo+er
ra"ge value a"d the =igh 9alue )ield to speci)y the upper
ra"ge value%
c% Clic( each In#icator list a"d choose a" i"dicator%
(3
P6 'PPM ser7s /ui&e
?. O" the Pro%ect -$"s page, clic( Save -CtrlS7.%
*ips
Clic( to add a"other i"dicator stateme"t or to remove a stateme"t%
(efining &tate"ents for /ser (efine0 5ie!0s
Ee)i"e stateme"ts to calculate values )or the user de)i"ed )ield%
Cou must create a pro3ect user de)i"ed )ield *e)ore de)i"i"g a
stateme"t% ,o de)i"e stateme"ts )or user de)i"ed )ields:
A#minister
F. O" the Pro%ect -$"s page, select a UE> a"d clic( the "ormula detail +i"do+%
.ote: ,he -$" Tpe must *e set to "ormula to access the "ormula
detail +i"do+%
B. 4" the "ormula detail +i"do+:
a% Clic( A#vance#
% *% Clic(
I"3T=E.3E*SE%
.ote: ,he de)ault stateme"t '4> -co"ditio". ,6E< -e1pressio".
E97E -e1pressio".' is displayed i" the detail +i"do+%
c% 6ighlight a -co"ditio". or -e1pressio". e"try a"d its
pare"theses% d% Clic( the "iel#s list a"d choose a )ield%
.ote: Cou ca" select a"y e1isti"g pro3ect5related )ield
de)i"ed i" the pro3ect ma"ageme"t data*ase, i"cludi"g
pro3ect codes, or a"y other user de)i"ed )ield that e1ists )or
your orga"iDatio"%
e% Clic( Insert "iel#%
.ote: ,he selected )ield +ill replace the highlighted -co"ditio". or
-e1pressio". e"try%
)% Co"ti"ue to replace )ields a"d use the operator, relatio"al operator,
a"d e1pressio" *utto"s to *uild your stateme"t%
.ote: 0elatio"al operators -N, O, V, NO. are o"ly valid )or
the '4>' co"ditio" stateme"t%
?. O" the Pro%ect -$"s page, clic( Save -CtrlS7.%
(4
*ips
,e1t values must *e e"closed i" 2uotes% >or e1ample: 4>
XEivisio"YV=Mar(eti"g%= <umeric values do "ot re2uire 2uotes% >or e1ample: 4>
XProposed GudgetYO?!!!!!%
O"ly the V -e2ual. a"d NO -"ot e2ual. relatio"al operators are valid )or te1t
values%
Eate values must *e e"closed i" 2uotes a"d )ollo+ the dd5mm5yyyy )ormat%
>or e1ample, 4> X7tart EateYO=!15&P05!!@=%
Operator *utto"s i"clude: S, 5, W, #, -, a"d .% E1pressio" *utto"s i"clude: &<E, O0,
a"d
4>#,6E<#E97E%
Cou ca" also replace -co"ditio". a"d -e1pressio". e"tries *y deleti"g the e"tries
a"d their pare"theses, placi"g the cursor i" the appropriate locatio" i" the
stateme"t, a"d )ollo+i"g steps B%d% through B%)%
About Ca!en0ars
Cale"dars e"a*le you to de)i"e availa*le +or(days a"d +or(hours i" a day% Cou ca"
also speci)y "atio"al holidays, recog"iDed holidays, pro3ect5speci)ic
+or(#"o"+or(days, a"d resource vacatio" days% Cou ca" esta*lish a" u"limited
"um*er o) cale"dars to accommodate di))ere"t +or( patter"s% ,here are three
cale"dar pools: glo*al, pro3ect, a"d resource% ,he glo*al cale"dar pool co"tai"s
cale"dars that apply to all pro3ects i" the data*ase% ,he pro3ect cale"dar pool is a
separate pool o) cale"dars )or each pro3ect i" the orga"iDatio"% ,he resource
cale"dar pool is a separate pool o) cale"dars )or each resource% Cou ca" assig"
multiple users a resource cale"dar that they ca" share, *ut ca""ot edit% Cou ca" also
assig" a perso"al cale"dar to a resource that +ill sho+ up i" My Cale"dars a"d that
the resource ca" customiDe% Cou ca" assig" resource or glo*al cale"dars to
resources, a"d glo*al or pro3ect cale"dars to activities%
&ssig" cale"dars to each resource a"d activity to determi"e time co"strai"ts i" a
u"i)orm +ay% >or e1ample, *ased o" its cale"dar, a resource might "ot *e availa*le/
or, i) the resource is availa*le, the activity might "ot )it the cale"dar re2uireme"ts%
,he applicatio" uses your cale"dar assig"me"ts )or leveli"g resources, scheduli"g,
a"d trac(i"g activities%
Wor%ing with Ca!en0ars
,he P6 applicatio" supports three types o) cale"dars:
4lobal: Glo*al cale"dars ca" *e de)i"ed a"d applied to all pro3ects
a"d resources i" the data*ase%
Pro%ect: 7eparate pro3ect cale"dars ca" *e de)i"ed a"d applied to
pro3ects through activity assig"me"ts%
Resource: 0esource cale"dars ca" *e de)i"ed a"d applied to each
i"dividual resource%
(5
P6 'PPM ser7s /ui&e
Gegi" *y de)i"i"g o"e or more glo*al cale"dars a"d the" li"( a"y pro3ect or
resource cale"dars to them% Cha"ges to a glo*al cale"dar apply to all pro3ect a"d
resource cale"dars li"(ed to it%
&ssig" glo*al or resource cale"dars to resources, a"d glo*al or pro3ect cale"dars to
activities% Cou ca" esta*lish a" u"limited "um*er o) cale"dars to accommodate
di))ere"t +or( patter"s% >or e1ample, i) some activities re2uire a )ive day +or(+ee(,
+hile others are per)ormed part5time -such as Mo"day, 8ed"esday, a"d >riday., you
ca" create di))ere"t cale"dars a"d assig" them to the activities a"d resources i"
your pro3ects%
&" activityPs Activit Tpe )ield value determi"es +hether the activity uses the
cale"dar o) a" assig"ed resource or its pro3ect cale"dar%
Creating '!oba! Ca!en0ars
Create glo*al cale"dars to ide"ti)y glo*al +or( or "o"+or( days% Cou ca" use glo*al
cale"dars as *ase cale"dars +he" creati"g a resource or pro3ect cale"dar% ,he
e1ceptio" days i" a glo*al cale"dar appear i" the resource or pro3ect cale"dar a"d
are ide"ti)ied *y a -glo*e.%
,o create a glo*al cale"dar:
1. Clic( the A#minister me"u a"d select Enterprise $ata%
. 4" the Enterprise $ata pa"e, e1pa"d 4lobal a"d clic( 4lobal !alen#ars%
F. O" the 4lobal !alen#ars page, clic( A## -4"sert.%
B. 4" the Select !alen#ar to !op dialog *o1:
a% 7elect the 4lobal or Resource
optio"%
.ote: ,his determi"es +hich list o) cale"dars you ca" select%
*% 7elect a cale"dar a"d clic( ,1%
?. O" the 4lobal !alen#ars page, clic( the !alen#ar ta*%
6. O" the !alen#ar ta*, triple5clic( the .ame )ield a"d e"ter a "ame%
.ote: ,he applicatio" automatically assig"s the "ame New
Calendar%
@. O" the 4lobal !alen#ars page, clic( Save -CtrlS7.%
A. Co")igure the glo*al cale"dar%
Configuring '!oba! Ca!en0ars
Per)orm the )ollo+i"g tas(s +he" creati"g or updati"g a glo*al cale"dar:
(6
2e!ate0 *opics
7etti"g 8or( 6ours Per ,ime Period )or Glo*al Cale"dars %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% A@
Co")iguri"g the 7ta"dard 8or( 8ee( )or Glo*al Cale"dars%%%%%%%%%%%%%%%%%%%%%%%%%%%%% A@
Modi)yi"g Cale"dar Eays o" Glo*al Cale"dars%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% A@
7etti"g the Ee)ault Glo*al Cale"dar %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% AA
&etting Wor% Aours Per *i"e Perio0 for '!oba! Ca!en0ars
Co")igure the +or( hours per time period setti"gs to speci)y the de)ault "um*er o)
hours i" a +or( period )or a cale"dar%
,o set the "um*er o) +or( hours )or each time period:
F. O" the 4lobal !alen#ars page:
a% Clic( o" the cale"dar you +a"t to
modi)y% *% Clic( E#it =ours Per
Perio#%
B. 4" the Set Time Perio#s dialog *o1, clic( a"d type a" hour value i" each
)ield, a"d the" clic( ,1%
Configuring the &tan0ar0 Wor% Wee% for '!oba! Ca!en0ars
Co")igure the sta"dard +or( +ee( )or the cale"dar to set the +or( a"d "o"+or(
days a"d hours )or a sta"dard +or( +ee(%
,o modi)y the sta"dard +or( +ee(:
modi)y% *% Clic( the Stan#ar# Wor' Wee'
ta*%
B. O" the Stan#ar# Wor' Wee' ta*, right5clic( o" a +or(i"g or "o"+or(i"g
timeslot a"d use the me"u optio"s to ad3ust the +or(day% Cou ca" also resiDe the
+or(i"g time to i"crease or decrease the +or( hours%
Mo0ifying Ca!en0ar (ays on '!oba! Ca!en0ars
Modi)y cale"dar days to accou"t )or +or( or "o"+or( days or hours that are
di))ere"t tha" the sta"dard hours de)i"ed o" the 7ta"dard 8or( 8ee( ta*%
("
P6 'PPM ser7s /ui&e
,o modi)y +or( or "o"+or( cale"dar days:
modi)y% *% Clic( the !alen#ar ta*%
B. O" the !alen#ar ta*, right5clic( o" a +or(i"g or "o"+or(i"g day a"d use the
me"u optio"s to ad3ust the +or(day%
&etting the (efau!t '!oba! Ca!en0ar
Choose a cale"dar to use as the de)ault +he" "e+ cale"dars are
created% ,o set the de)ault glo*al cale"dar:
. 4" the Enterprise $ata pa"e, e1pa"d 4lobal a"d clic( 4lobal !alen#ar%
F. O" the 4lobal !alen#ar page:
a% Clic( o" the cale"dar you +a"t to desig"ate as the de)ault
cale"dar% *% Clic( Set As $efault !alen#ar%
c% Clic( Save -CtrlS7.%
Creating Pro$ect Ca!en0ars
Create pro3ect cale"dars to determi"e +or( or "o"+or( time )or a
pro3ect% ,o create a pro3ect cale"dar:
A#minister
me"u a"d select Enterprise
$ata%
. 4" the Enterprise $ata pa"e, e1pa"d Pro%ects a"d clic( Pro%ect !alen#ars%
F. O" the Pro%ect !alen#ars page:
a% Clic( o" a pro3ect%
.ote: 4) the pro3ect you "eed is "ot ope", clic( Select
Pro%ects% Choose o"e or more pro3ects a"d clic( ,1%
*% Clic( A## -4"sert.%
B. 4" the Select !alen#ar to !op dialog *o1:
a% 7elect the 4lobal, Resource, or Pro%ect optio"%
.ote: ,his determi"es +hich list o) cale"dars you ca" select%
((
*% 7elect a cale"dar a"d clic( ,1%
?. O" the Pro%ect !alen#ars page, clic( the !alen#ar ta*%
6. O" the !alen#ar ta*, clic( i" the .ame )ield a"d e"ter a "ame )or the
pro3ect cale"dar%
@. O" the Pro%ect !alen#ars page, clic( Save -CtrlS7.%
*ips
Co")igure the pro3ect cale"dar *y modi)yi"g additio"al setti"gs%
Configuring Pro$ect Ca!en0ars
Per)orm the )ollo+i"g tas(s +he" creati"g or updati"g a pro3ect cale"dar:
2e!ate0 *opics
&ssig"i"g a Gase Cale"dar to a Pro3ect Cale"dar %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% A9
7etti"g 8or( 6ours Per Period )or a Pro3ect Cale"dar%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 9!
Co")iguri"g the 7ta"dard 8or( 8ee( )or Pro3ect Cale"dars %%%%%%%%%%%%%%%%%%%%%%%%%%%% 9!
Modi)yi"g Cale"dar Eays o" Pro3ect Cale"dars %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 91
Cha"gi"g a Pro3ect Cale"dar to a Glo*al Cale"dar %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 91
Assigning a 9ase Ca!en0ar to a Pro$ect Ca!en0ar
&ssig" a *ase cale"dar to determi"e holidays a"d e1ceptio"s )or the selected
pro3ect cale"dar%
,o assig" a *ase cale"dar:
A#minister
$ata%
a% E1pa"d a pro3ect%
*% 7elect a cale"dar to assig" a *ase
cale"dar% c% Clic( Select a +ase
!alen#ar%
B. 4" the Select +ase !alen#ar dialog *o1, select a cale"dar a"d clic( ,1%
(1
P6 'PPM ser7s /ui&e
*ips
,he -glo*e. o" cale"dar days i"dicates e1ceptio" days mar(ed i" the *ase
cale"dar% Cou ca" modi)y these e1ceptio"s days a"d the glo*e +ill disappear% 4) you
set the cale"dar day *ac( to sta"dard, the e1ceptio" day +ill reset a"d the glo*e +ill
reappear%
&etting Wor% Aours Per Perio0 for a Pro$ect Ca!en0ar
A#minister
*% Clic( o" the cale"dar you +a"t to
modi)y% c% Clic( E#it =ours Per
Perio#%
Configuring the &tan0ar0 Wor% Wee% for Pro$ect Ca!en0ars
,o co")igure the sta"dard +or( +ee(:
A#minister
*% Clic( o" the cale"dar you +a"t to modi)y%
1+
c% Clic( the Stan#ar# Wor' Wee'
ta*%
+or(i"g time to i"crease or decrease the +or( hours%
Mo0ifying Ca!en0ar (ays on Pro$ect Ca!en0ars
Modi)y cale"dar days to accou"t )or +or( or "o"+or( days or hours that are
di))ere"t tha" the sta"dard hours de)i"ed o" the 7ta"dard 8or( 8ee( ta*%
A#minister
$ata%
*% Clic( o" the cale"dar you +a"t to
modi)y% c% Clic( the !alen#ar ta*%
*ips
,he -glo*e. o" cale"dar days i"dicates e1ceptio" days i" the *ase cale"dar% Cou
ca" modi)y these e1ceptio"s days a"d the glo*e +ill disappear% 4) you set the
cale"dar day *ac( to sta"dard, the Glo*al e1ceptio" day +ill reset a"d the glo*e
+ill reappear%
Changing a Pro$ect Ca!en0ar to a '!oba! Ca!en0ar
Cou ca" tur" a" e1isti"g pro3ect cale"dar i"to a glo*al
cale"dar% ,o ma(e a pro3ect cale"dar a glo*al cale"dar:
A#minister
1-
P6 'PPM ser7s /ui&e
*% Clic( o" the cale"dar you +a"t to cha"ge to glo*al%
B. O" the tool*ar, clic( Promote to 4lobal !alen#ar%
Creating 2esource Ca!en0ars
Create a resource cale"dar to determi"e +he" a resource ca"
+or(% ,o create a resource cale"dar:
A#minister me"u a"d select Enterprise
$ata%
. 4" the Enterprise $ata pa"e, e1pa"d Resources a"d clic( Resource
!alen#ars%
F. O" the Resource !alen#ars page:
a% Clic( o" Personal !alen#ars to create a private cale"dar )or the resource, or
clic( o" Share# !alen#ars to create a cale"dar )or multiple resources to
share that the resources ca""ot edit%
*% Clic( A##
-4"sert.%
B. 4) you are creati"g a Personal !alen#ar, i" the Select Resource dialog *o1,
select a resource a"d clic( ,1%
4) you are creati"g a Share# !alen#ar, i" the Select !alen#ar To !op
dialog *o1: a% Choose 4lobal or Resource cale"dar to use as the *ase )or the
"e+ cale"dar% *% Clic( o" a glo*al or resource cale"dar%
c% Clic(
,1%
?. O" the Resource !alen#ars page, clic( the !alen#ar ta*%
6. O" the !alen#ar ta*, clic( i" the .ame )ield a"d e"ter a "ame )or the
perso"al or resource cale"dar%
@. O" the Resource !alen#ars page, clic( Save -CtrlS7.%
A. Co")igure additio"al resource cale"dar setti"gs%
Configuring 2esource Ca!en0ars
Per)orm the )ollo+i"g tas(s +he" creati"g or updati"g a resource cale"dar:
12
2e!ate0 *opics
&ssig"i"g a Gase Cale"dar to a 0esource Cale"dar %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 9F
&ssig"i"g a 0esource to a 0esource Cale"dar%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 9F
7etti"g 8or( 6ours Per ,ime Period )or a 0esource Cale"dar %%%%%%%%%%%%%%%%%%%%%%%%%%% 9B
Co")iguri"g the 7ta"dard 8or( 8ee( )or 0esource Cale"dars %%%%%%%%%%%%%%%%%%%%%%%% 9B
Modi)yi"g Cale"dar Eays%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 9?
Cha"gi"g the Cale"dar ,ype%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 9?
Assigning a 9ase Ca!en0ar to a 2esource Ca!en0ar
&ssig" a *ase cale"dar to apply all the e1ceptio" days -i%e% holidays a"d other +or(
or "o"+or( days. )rom the *ase cale"dar )or the selected resource cale"dar%
,o assig" a *ase cale"dar:
!alen#ars%
F. O" the Resource !alen#ars page, e1pa"d Share# !alen#ars or Personal
!alen#ars% a% 7elect a cale"dar to assig" a *ase cale"dar%
*% Clic( Select a +ase !alen#ar%
B. 4" the Select +ase !alen#ar dialog *o1, select a cale"dar a"d clic( ,1%
*ips
,he -glo*e. o" cale"dar days i"dicates e1ceptio" days mar(ed i" the *ase
cale"dar% Cou ca" modi)y these e1ceptio"s days a"d the glo*e +ill disappear% 4)
you set the cale"dar day *ac( to sta"dard, the e1ceptio" day +ill reset a"d the
glo*e +ill reappear%
4) you are editi"g your perso"al cale"dar, you ca""ot cha"ge the *ase cale"dar%
Assigning a 2esource to a 2esource Ca!en0ar
0esources ca" *e assig"ed a perso"al cale"dar or a shared cale"dar% & resource
is assig"ed to a perso"al cale"dar +he" creati"g a perso"al cale"dar%
,o assig" a resource to a shared cale"dar:
!alen#ars%
a% Clic( o" a shared cale"dar%
13
P6 'PPM ser7s /ui&e
.ote: Clic( the -se# + ta* to vie+ resources curre"tly
assig"ed to the shared cale"dar%
*% Clic( Assign Resource%
B. 4" the Select Resource dialog *o1:
*% &ssig" a"y additio"al resources to the shared cale"dar, a"d the" clic( !lose%
?. O" the Resource !alen#ars page, clic( Save -CtrlS7.%
*ips
4) you "eed to remove a resource )rom a shared cale"dar, "avigate to the
correct resource or glo*al cale"dar you +a"t to assig" to the resource, a"d the"
assig" the resource%
&ssig" a cale"dar to a resource )rom the Resources ta* o" the Resources
A#ministration page%
&etting Wor% Aours Per *i"e Perio0 for a 2esource Ca!en0ar
,o use this )eature, select the -se assigne# calen#ar to specif the number of
)or' hours for each time perio# optio", located o" the Time Perio#s page o)
the Application Settings pa"e%
!alen#ars%
modi)y% *% Clic( E#it =ours Per
Perio#%
Configuring the &tan0ar0 Wor% Wee% for 2esource Ca!en0ars
,o co")igure the sta"dard +or( +ee(:
14
!alen#ars%
modi)y% *% Clic( the Stan#ar# Wor' Wee'
ta*%
+or(i"g time to
i"crease or decrease the +or( hours%
Mo0ifying Ca!en0ar (ays
Modi)y cale"dar days to accou"t )or +or( or "o"+or( days or hours that are di))ere"t
tha" the sta"dard hours de)i"ed o" the 7ta"dard 8or( 8ee( ta*% >or e1ample, i)
you are usi"g a perso"al cale"dar, you might choose to speci)y vacatio" days *y
setti"g the sta"dard +or(i"g days to "o"+or(i"g days%
,o modi)y +or( or "o"+or( cale"dar days:
!alen#ars%
modi)y% *% Clic( the !alen#ar ta*%
*ips
,he -glo*e. o" cale"dar days i"dicates e1ceptio" days i" the *ase cale"dar% Cou
ca" modi)y these e1ceptio"s days a"d the glo*e +ill disappear% 4) you set the
cale"dar day *ac( to sta"dard, the Glo*al e1ceptio" day +ill reset a"d the glo*e
+ill reappear%
Changing the Ca!en0ar *ype
Cou ca" cha"ge the type o) cale"dar you created )rom a resource cale"dar to a
glo*al cale"dar, a perso"al cale"dar to a shared cale"dar, or a shared cale"dar to a
perso"al cale"dar%
!alen#ars%
F. O" the Resource !alen#ars page, clic( o" a perso"al or shared cale"dar%
15
P6 'PPM ser7s /ui&e
,o cha"ge a cale"dar )rom a resource cale"dar to a glo*al cale"dar, o" the
Resource !alen#ars tool*ar, clic( Promote to 4lobal !alen#ar%
,o cha"ge a perso"al cale"dar to a shared cale"dar, or to cha"ge a shared
cale"dar to a perso"al cale"dar, o" the Resource !alen#ars tool*ar,
clic( !onvert to Personal !alen#ar or !onvert to Share#
!alen#ar%
.ote: 4) you are co"verti"g a shared cale"dar to a perso"al
cale"dar, you must remove all *ut o"e resource *e)ore
proceedi"g +ith this step% ,o remove a resource )rom a
cale"dar, "avigate to the correct cale"dar )or the resource a"d
assig" the resource to that cale"dar%
16
&etting /p the Enterprise Pro$ect &tructure
-n *his &ection
&*out the E"terprise Pro3ect 7tructure -EP7. %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 9@
&*out Pro3ects %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1!1
Co")iguri"g Pro3ect Pre)ere"ces%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1!@
&*out Pro3ect ,emplates %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 11F
About the Enterprise Pro$ect &tructure 6EP&7
,he e"terprise pro3ect structure -EP7. represe"ts the hierarchical structure o) all
pro3ects i" the data*ase% ,he EP7 ca" *e su*divided i"to as ma"y levels or "odes as
"eeded to represe"t +or( at your orga"iDatio"% <odes at the highest, or root, level
might represe"t divisio"s +ithi" your compa"y, pro3ect phases, site locatio"s, or
other ma3or groupi"gs that meet the "eeds o) your orga"iDatio"/ pro3ects al+ays
represe"t the lo+est level o) the hierarchy% Every pro3ect must *e i"cluded i" a" EP7
"ode%
,he "um*er o) EP7 levels a"d their structure depe"d o" the scope o) your pro3ects
a"d ho+ you +a"t to summariDe data% >or e1ample, you might +a"t to de)i"e
i"creasi"gly lo+er levels o) EP7 "odes, similar to a" outli"e, to represe"t *road
areas o) +or( that e1pa"d i"to more detailed pro3ects% 7peci)y as ma"y pro3ects as
"eeded to )ul)ill the re2uireme"ts o) your operatio"s e1ecutives a"d program
ma"agers%
Multiple levels e"a*le you to ma"age pro3ects separately +hile retai"i"g the a*ility
to roll up a"d summariDe data to higher levels% >or e1ample, you ca" summariDe
i")ormatio" )or each "ode i" the EP7% Co"versely, you ca" use top5do+" *udgeti"g
)rom higher5level EP7 "odes do+" through their lo+er5level pro3ects )or cost co"trol%
User access a"d privileges to "odes +ithi" the EP7 hierarchy are impleme"ted
through a glo*al orga"iDatio"al *rea(do+" structure -OG7. that represe"ts the
ma"ageme"t respo"si*le )or the pro3ects i" the EP7% Each ma"ager i" the OG7 is
associated +ith a" area o) the EP7, either *y "ode or *y pro3ect, a"d the 8G7 o) the
particular level o) the hierarchy%
O"ce you have added users a"d associated them +ith OG7 eleme"ts a"d pro3ect
pro)iles, you ca" de)i"e the EP7 a"d assig" a respo"si*le ma"ager -OG7
eleme"t. to each level% Cou must speci)y a respo"si*le ma"ager )or each "ode
o) the EP7%
1"
P6 'PPM ser7s /ui&e
Wor%ing with the EP&
Cour P6 pro3ects are arra"ged i" a hierarchy called the e"terprise pro3ect structure,
or EP7% ,he EP7 ca" *e su*divided i"to as ma"y levels or "odes as "eeded to
parallel +or( at your orga"iDatio"% <odes at the highest, or root, level might
represe"t divisio"s +ithi" your compa"y, pro3ect phases, site locatio"s, or other
ma3or groupi"gs that meet the "eeds o) your orga"iDatio"% Pro3ects al+ays
represe"t the lo+est level o) the hierarchy% Every pro3ect must *e i"cluded i" a"
EP7 "ode%
4deally, o"e perso" or group co"trols the EP7 across the orga"iDatio"% ,he pro3ect
co"trol coordi"ator creates the hierarchical structure that ide"ti)ies the compa"y5
+ide pro3ects% ,he coordi"ator +or(s +ith the pro3ect ma"ager i" each area o) the
orga"iDatio" to de)i"e *asic pro3ect i")ormatio" )or each group a"d to develop
sta"dards *e)ore a"y pro3ects are added%
&)ter you set up a" EP7, you ca" de)i"e additio"al data a*out each EP7 divisio",
such as a"ticipated dates, *udgets, a"d spe"di"g pla"s% Use the detail +i"do+s o"
the EP7 page to speci)y this i")ormatio"% Or, you ca" *egi" addi"g pro3ects u"der the
applica*le levels i" the structure i) you have access rights to these )u"ctio"s% &ccess
rights are set *y your applicatio" admi"istrator%
1(
*etting p the 'nterprise Pro0ect *tructure
,hroughout the applicatio", +he" selecti"g pro3ects to +or( +ith, you ca" ope" all
pro3ects that *elo"g to a" EP7 "ode or sort them *y EP7% 8he" you create a pro3ect,
you must speci)y a si"gle pare"t EP7 "ode% User access a"d privileges to "odes
+ithi" the EP7 hierarchy are impleme"ted through a glo*al OG7 that represe"ts the
ma"ageme"t respo"si*le )or each pro3ect% Each ma"ager i" the OG7 is associated
+ith a" area o) the EP7, either *y "ode or *y pro3ect, a"d the 8G7 o) the particular
level o) the hierarchy%
*ab!e of Bey EP& Page E!e"ents
-te" (escription
Actions& E#it& an# 9ie) menus: Use these me"us to +or(
+ith a"d customiDe the EPS page%
EPS toolbars: CustomiDe the tool*ars to i"clude ico"s that you use
most o)te"%
EPS 9ie) toolbar: Eetermi"es ho+ you see data o" the EPS page%
EPS3Pro%ect table: Eisplays each pro3ect +ithi" the EP7% 4" this
e1ample, the data is grouped *y EPS, the" *y Portfolio, a"d the" *y
a pro3ect code called "inancial Rating% ,he ta*le is sorted *y
Pro%ect .ame%
EPS 4antt chart: Eisplays pro3ect a"d EP7 data i" a Ga"tt chart )ormat%
11
P6 'PPM ser7s /ui&e
-te" (escription
$etail Win#o)s: ,he "un#ing detail +i"do+ )or the pro3ect
selected i" the ta*le% &dditio"al detail +i"do+s appear alo"g the
*ottom o) the ta*le%
Creating EP& E!e"ents
Create e"terprise pro3ect structure -EP7. eleme"ts to represe"t the hierarchical
positio"s o) all the pro3ects i" your data*ase% Cou ca" create si*li"g EP7s to
represe"t those that are hierarchically e2ual, or child EP7s to represe"t those that
are su*ordi"ate%
,o create EP7 eleme"ts:
1. Clic( Pro%ects%
F. O" the EPS page:
a% 7elect a" EP7% ,he EP7 ca" act as a si*li"g or a
pare"t% *% Clic( the Actions me"u:
,o add a si*li"g, select A## A## Sibling EPS -7hi)tS4"sert.%
,o add a child, select A## A## !hil# EPS -CtrlS4"sert.%
c% Eou*le5clic( i" the EPS3Pro%ect .ame )ield to e"ter a "ame )or the
"e+ EP7% d% Clic( the Actions me"u a"d select Save -CtrlS7.%
*ips
,o remove all pro3ects a"d templates )rom the vie+, apply the EP- Onl sta"dard
)ilter +he" creati"g a" EP7 eleme"t% Cou are the" a*le to easily see +here your
"e+ EP7 )its i"to the EP7 hierarchy as a +hole%
,o create a" EP7, groupi"g must *e co")igured to have the *evel 8 "iel# list set
to EP-%
8he" )ilteri"g is co")igured to display pro3ects that *elo"g to a" EP7, the
=i#e if empt optio" is disa*led% Eata +ill "ot display%
,he applicatio" automatically "ames the "e+ EP7 New EP-, New EP-10, New EP-1
7, et cetera%
Cou ca" also right5clic( a" EP7 o" the ta*le a"d select A## !hil# EPS or A##
Sibling
EPS to create a" EP7%
Configuring the EP&
Co")igure the EP7 )or your orga"iDatio" to develop a hierarchy that esta*lishes the
+ay your orga"iDatio" operates% Eivide the EP7 i"to multiple levels or "odes to
represe"t the +or( that "eeds to *e do"e i" your orga"iDatio"% Cou ca" the" assig"
pro3ects to these "odes a"d levels to re)lect +or( that "eeds to *e do"e i" each
area%
-++
,he "um*er o) EP7 levels a"d their structure depe"d o" the scope o) your pro3ects
a"d ho+ you +a"t to summariDe data% >or e1ample, you might +a"t to de)i"e
i"creasi"gly lo+er levels o) EP7 "odes, similar to a" outli"e, to represe"t *road
areas o) +or( that *ra"ch i"to more detailed pro3ects%
,o co")igure the EP7:
1. Clic( Pro%ects%
F. O" the EPS page:
a% Create the EP7s you "eed to represe"t the divisio"s i" your compa"y,
site locatio"s, or other ma3or groupi"gs o) pro3ects%
*% Use the Move -p -CtrlS&ltSUp., Move $o)n -CtrlS&ltSEo+".,
Move *eft -CtrlS&ltS9e)t., a"d Move Right -CtrlS&ltS0ight. arro+s o"
the E#it me"u to arra"ge the EP7 "odes i" a hierarchy that esta*lishes the
highest level a"d lo+est level EP7s%
c% &dd pro3ects to the EP7 "odes% Cou ca" create a" e"tirely "e+ pro3ect, or
create a pro3ect usi"g eleme"ts )rom a" e1isti"g pro3ect or pro3ect template%
B. O" the EPS page, clic( the Actions me"u a"d select Save -CtrlS7.%
*ips
,he )arther to the le)t a" EP7 is, the higher5level EP7 it is%
About Pro$ects
& pro3ect is a"y temporary series o) activities per)ormed i" some coordi"ated
arra"geme"t i" order to create a product, service, or measura*le *usi"ess result%
Pro3ects have a de)i"ite *egi""i"g a"d e"d% & pro3ect is co"cluded +he" its
o*3ectives have *ee" reached or +he" the pro3ect is termi"ated%
Wor%ing with Pro$ects
8hile it is true that you are +or(i"g +ith pro3ect data i" almost all areas o) the
applicatio", P6 provides t+o mai" pages )or +or(i"g +ith pro3ects: the EP7 page a"d
the &ctivities page%
Gy de)ault, i) "o pro3ects are ope" +he" you log o" to P6 or i) you are a "e+ user,
clic(i"g Pro%ects i" the P6 "avigatio" *ar +ill ta(e you directly to the EPS page as
lo"g as this page is availa*le i" your user i"ter)ace vie+% 4) you do "ot have access
to the EPS page or you "avigate to a"other page i" the Pro%ects sectio", the ,pen
Pro%ects dialog *o1 appears +he" you clic( Pro%ects% Use this dialog *o1 to ope"
the pro3ects you "eed% O"ce you have at least o"e pro3ect ope", the "e1t time you
clic( Pro%ects -a"d each time therea)ter., the applicatio" automatically ope"s the
last ope" pro3ect or pro3ect group%
-+-
P6 'PPM ser7s /ui&e
Cou ca" al+ays ope" a di))ere"t pro3ect or pro3ect group )rom the ,pen Pro%ects
dialog *o1, the most rece"tly used pro3ects list i" the Pro%ects me"u, or the EPS
page% ,o access the ,pen Pro%ects dialog *o1 at a"y time, select ,pen Pro%ects
)rom the Pro%ects me"u%
.ote: 8he" you upgrade P6, the pro3ects you previously had
ope" are "ot lost% 8he" you clic( Pro%ects, the applicatio" +ill
ope" the last ope" pro3ect or group o) pro3ects%
,o restrict or gra"t access to pro3ects a"d their data, you must assig" pro3ect pro)iles
to users% & pro3ect pro)ile is a role5*ased pro)ile that limits privileges to speci)ic
pro3ect data, such as *aseli"es a"d the 8G7% Pro3ect pro)iles are li"(ed to users
through o"e or more OG7 assig"me"ts% Cou assig" respo"si*ilities to speci)ic
pro3ects a"d +or( +ithi" pro3ects *y assig"i"g OG7 eleme"ts to various levels o) the
EP7 a"d each pro3ectPs 8G7%
,he com*i"atio" o) the user assig"me"t to a" OG7 eleme"t, a"d the OG7
assig"me"t to the EP7#pro3ect#8G7, determi"es +hich pro3ects a"d pro3ect data the
user ca" vie+% >or each OG7 eleme"t a user is assig"ed to, the userPs assig"ed
pro3ect security pro)ile -per OG7 assig"me"t. )urther determi"es the pro3ect data the
user ca" vie+ or edit%
Creating Pro$ects
Create pro3ects to de)i"e a set o) activities a"d 8G7s that +or( to+ard a commo"
goal% ,o create a pro3ect:
1. Clic( Pro%ects%
F. O" the EPS page:
a% 7elect the EPS eleme"t to +hich you +a"t to add the "e+
pro3ect% *% Clic( the Actions me"u a"d select A##
A## Pro%ect%
B. 4" the A## Pro%ect dialog *o1:
a% Clic( the 4eneral ta* a"d select a" optio" or e"ter a value i" each re2uired
)ield%
.ote: Cou ca" add a descriptio" or a Must "inish + date% Cou
ca" also copy the pro3ect )rom a" e1isti"g pro3ect or template%
*% Clic( !reate%
*ips
,o co")igure adva"ced optio"s, you must select a pro3ect to copy% ,his +ill
e"a*le the A#vance# ta*% 4) you select to copy a template, the A#vance# ta*
+ill "ot *e e"a*led%
Cou ca" also right5clic( the ta*le a"d select A## Pro%ect to create a pro3ect%
Cou ca" per)orm the cut, copy, a"d paste )u"ctio"s to create "e+ pro3ects
)rom e1isti"g pro3ects%
-+2
Assigning ?ocations to Pro$ects
&ssig" locatio"s to pro3ects so you ca" report o" pro3ects *y locatio" i" P6
&"alytics% ,o assig" a locatio" to a Pro3ect:
methods:
+ith%
F. O" the EPS page, select a pro3ect a"d clic( the 4eneral detail +i"do+%
B. 4" the 4eneral detail +i"do+, clic( i" the *ocation )ield%
.ote: &lter"atively, you ca" assig" locatio"s i" the
9ocatio" colum"%
?. 4" the Select *ocation dialog *o1, select the appropriate locatio" a"d clic(
Assign%
6. O" the EPS page, clic( the Actions me"u a"d clic( Save -CtrlS7.%
*ips
Cou must create locatio"s *e)ore you ca" assig" them%
Cou ca" add a "e+ locatio" 2uic(ly *y clic(i"g the A## *ocation *utto" at
the *ottom le)t o) the dialog *o1% ,he "e+ locatio" +ill *e added i"sta"tly to
the dictio"ary a"d you ca" add it to &ctivities, 0esources a"d Pro3ects%
Cou must have the Edit Pro3ect Eetails E1cept Costs#>i"a"cials pro3ect
privilege to assig" locatio"s to pro3ects%
Creating Pro$ects fro" E3isting Pro$ects or *e"p!ates
4" place o) ma(i"g a pro3ect )rom scratch, you ca" use a template or a copy o)
a" e1isti"g pro3ect as a starti"g poi"t%
,o create a pro3ect )rom a" e1isti"g pro3ect or template:
1. Clic( Pro%ects%
F. O" the EPS page:
a% 7elect the EPS eleme"t to +hich you +a"t to add the "e+
pro3ect% *% Clic( the Actions me"u a"d select A##
A## Pro%ect%
B. 4" the A## Pro%ect dialog *o1, clic( the 4eneral ta*%
?. O" the 4eneral ta*:
a% 7elect a" optio" or e"ter a value i" each re2uired )ield%
-+3
P6 'PPM ser7s /ui&e
*% 4" the !op from e2isting pro%ect or template )ield, clic( Select
Pro%ect or
Template to !op a"d select a" optio" )rom the dialog
*o1%
.ote: Clic( Select Pro%ect Tpe a"d select Pro%ects or
Templates to ope" the list o) pro3ects or templates%
c% Clic( !reate%
*ips
,o co")igure adva"ced optio"s, you must select a pro3ect to copy% ,his +ill
e"a*le the A#vance# ta*% 4) you select to copy a template, the A#vance# ta*
+ill "ot *e e"a*led%
Cou ca" also right5clic( the ta*le, select A## Pro%ect, a"d )ollo+ steps B a"d
? to create a pro3ect )rom a" e1isti"g pro3ect or template%
Cou ca""ot copy )rom a pro3ect u"less you have the privilege to vie+ costs
)or a pro3ect%
(e!eting Pro$ects or EP& E!e"ents
Eelete pro3ects or EP7 eleme"ts +he" they are "o lo"ger
"ecessary% ,o delete a pro3ect or EP7 eleme"t:
1. Clic( Pro%ects%
F. O" the EPS page:
a% 7elect a pro3ect or EP7 eleme"t%
*% Clic( the Actions me"u a"d select $elete
-Eelete.% c% 4" the Primavera P6 dialog *o1, clic( >es%
d% Clic( the Actions me"u a"d select Save -CtrlS7.%
!aution:
Cou ca""ot retrieve deleted pro3ects%
8he" you delete a pro3ect or EP7 eleme"t, you are
also deleti"g all o) its pro3ect, 8G7, a"d activity data%
pening Pro$ects or *e"p!ates in the EP&
8hile vie+i"g the EP7, it is also possi*le to desig"ate o"e or more pro3ects or a
si"gle template as open% 8he" you later "avigate to other pages i" the Pro3ects
sectio", such as the &ctivities page, these pro3ects or the desig"ated template +ill
already *e ope" so you ca" *egi" vie+i"g or modi)yi"g them%
,o ope" pro3ects or templates )rom the EP7:
1. Clic( Pro%ects%
-+4
F. O" the EPS page:
a% 7elect a pro3ect, template, or EP7 eleme"t to ope"%
*% Clic( the Actions me"u a"d select ,pen Pro%ect or ,pen Pro%ect
Templat
e%
.ote: 4) you select a" EP7, all the pro3ects co"tai"ed i" that
EP7 +ill ope"%
*ips
Cou ca" ope" more tha" o"e pro3ect% Use Shift?clic' or !trl?clic' to select
all the items you +a"t to ope"%
Cou ca""ot ope" a template i" com*i"atio" +ith a"y other item%
,o close a pro3ect, right5clic( the pro3ect you +a"t to close a"d select !lose
Pro%ect%
,o close all o) the ope" pro3ects o" the EPS page, clic( the Actions me"u o" the
EPS
page a"d select !lose All%
8he" a pro3ect is ope", it +ill display a" ope" )older i"dicator % 8he" a pro3ect
is closed, its correspo"di"g )older i"dicator +ill also *e closed % ,emplates also
e1hi*it this cha"ge i" their visual i"dicators%
,he Team -sage, Wor'space, $ocuments, a"d Issues pages are "ot
availa*le +he" you ope" a template%
pening Pro$ects E3c!usi#e!y
Ope" a pro3ect e1clusively to e"sure cha"ges +ill "ot *e made *y other users +he"
you are per)ormi"g a" importa"t actio" o" the pro3ect, such as updati"g the
schedule%
Cou ca" ope" a pro3ect e1clusively )rom the EP7 page or the Ope" Pro3ects dialog
*o1% ,o ope" a pro3ect e1clusively )rom the EP7 page:
1. Clic( Pro%ects%
F. O" the EPS page:
a% 7elect o"e or more pro3ects%
*% Clic( the Actions me"u a"d select ,pen ,pen E2clusivel%
.ote: Ope"i"g o"e or more pro3ects e1clusively closes all
other pro3ects that are ope" i" your vie+ that are "ot already
ope"ed e1clusively *y you%
,o ope" a pro3ect e1clusively )rom the Ope" Pro3ect dialog *o1:
1. Clic( the Pro%ectsme"u a"d select ,pen Pro%ects%
. 4" the ,pen Pro%ects dialog *o1:
-+5
P6 'PPM ser7s /ui&e
a% Move the pro3ects you +a"t to ope" e1clusively to the Selecte#
Pro%ects list% *% 7elect ,pen E2clusivel%
.ote: 4) o"e o) the pro3ects i" the Selecte# Pro%ects list is
already ope"ed e1clusively *y a"other user, the ,pen
E2clusivel optio" is disa*led% 0emove that pro3ect )rom the
list%
c% Clic( ,1%
*ips
,he loc(ed pro3ect ico" i"dicates a pro3ect is ope"ed e1clusively% 6over over
the pro3ect "ame to vie+ the user that has the pro3ect ope"ed e1clusively%
Cou ca""ot ope" a pro3ect e1clusively i) a"other user curre"tly has it ope"% Cou
are prompted +ith a message that i"cludes the "ame o) the pro3ect a"d the
user% Cou ca" se"d a" e5mail directly )rom the dialog *o1 re2uesti"g that the
user close the pro3ect%
&ll pro3ects ope" i" your vie+ are either ope"ed e1clusively or ope"ed i" shared
mode% Cou ca""ot ope" pro3ects i" e1clusive mode a"d shared mode at the
same time%
Cou must have the Chec2 $n8Chec2 Out Pro5ects and Open Pro5ect E9clusivel
pro3ect privilege to ope" pro3ects e1clusively%
2e"o#ing the E3c!usi#e ?oc% on Pro$ects
0emove the e1clusive loc( o" pro3ects to e"a*le other users to modi)y pro3ect
data% ,o remove the e1clusive loc(:
1. Clic( Pro%ects%
. O" the Pro%ects "avigatio" *ar, clic( EPS or Activities%
F. >rom the EPS or Activities page, clic( the Actions me"u a"d select
Release
E2clusive *oc'%
.ote: Cou ca" o"ly release the e1clusive loc( )or pro3ects that
you ope"ed i" P6% 4) you ope"ed a pro3ect e1clusively i" P6
Pro)essio"al, you must use P6 Pro)essio"al to remove the
e1clusive loc(%
*ips
Cou ca" also remove the e1clusive loc( )or a pro3ect *y:
9oggi"g out o) the applicatio"%
Ope"i"g the ,pen Pro%ect dialog *o1 a"d reope"i"g the same set o)
pro3ects, ma(i"g sure the ,pen E2clusivel optio" is cleared%
Closi"g the pro3ect o" the EPS page *y right5clic(i"g o" the pro3ect a"d selecti"g
!lose%
-+6
Custo"i=ing (etai! Win0ows
Cou ca" customiDe +hich detail +i"do+s appear o" the EP7 or &ctivities
pages% ,o customiDe detail +i"do+s:
methods:
+ith%
. O" the Pro%ect "avigatio" *ar, clic( Activities or EPS%
F. O" the Activities or EPS page:
a% 7elect a vie+ )rom the Activit 9ie) or EPS 9ie) list%
*% Clic( the 9ie) me"u a"d select !ustomi6e $etail Win#o)s%
B. 4" the !ustomi6e $etail Win#o)s dialog *o1:
a% 4" the Area sectio", select o"e o) the optio"s to determi"e +hich listi"g o)
detail +i"do+s is availa*le )or you to customiDe%
*% 4" the $etail Win#o) sectio", select or clear the optio"s *eside detail
+i"do+s to add or remove them )rom the page%
c% Clic( Save%
*ips
7elect or clear the optio" *eside the $etail Win#o) title to add all or remove
all the detail +i"do+s%
0ight5clic( a detail +i"do+ ta* or title*ar to customiDe detail +i"do+s% Clic(
!ustomi6e o" the me"u to ope" the !ustomi6e $etail Win#o)s dialog *o1,
or clic( a detail +i"do+ "ame to add or remove it )rom the page%
Clic( a"d drag detail +i"do+s to cha"ge their order% Other+ise, the detail
+i"do+s appear i" the same order that they appear i" the !ustomi6e $etail
Win#o)s dialog *o1%
Clic( "loat o" the detail +i"do+ to separate it )rom a"y others i" the
series% Cou ca" the" )reely move this detail +i"do+ to cha"ge its positio" or re5
doc( it%
8he" you "avigate to a "e+ page, you ca" save or ca"cel the vie+ cha"ges you
made to the detail +i"do+s% ,hese cha"ges +ill o"ly *e saved )or the vie+
selected i" the Activit or EPS 9ie) list%
Configuring Pro$ect Preferences
Cou ca" set various *ehavior a"d data pre)ere"ces )or each pro3ect *y per)ormi"g
the tas(s *elo+ o" the Pro%ect Preferences dialog *o1 o) the EPS page%
-+"
P6 'PPM ser7s /ui&e
2e!ate0 *opics
Co")iguri"g 6istory 7etti"gs )or P6 &"alytics %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1!A
Co")iguri"g Pro3ect Calculatio"s%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1!A
9i"(i"g P6 a"d Co"tract Ma"ageme"t Pro3ects%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1!9
Co")iguri"g Pro3ect Ee)aults %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1!9
Co")iguri"g Ge"eral Pro3ect Pre)ere"ces %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 11!
Co")iguri"g P6 Progress 0eporter %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 11!
Co")iguri"g Pro3ect 7ummariDatio" a"d Pu*licatio" 7ervices %%%%%%%%%%%%%%%%%%%%%%%%% 11!
Co")iguri"g P6 ,eam Mem*er 7tatus Update 0evie+s%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 111
Co")iguri"g P6 ,eam Mem*er &pplicatio" ;ie+ Pre)ere"ces %%%%%%%%%%%%%%%%%%%%%%%% 11
Configuring Aistory &ettings for P6 Ana!ytics
Use this tas( to co")igure the type o) data stored i" P6 &"alytics a"d i" +hat time
i"terval% ,o co")igure history setti"gs:
1. Clic( Pro%ects%
F. O" the EPS page:
a% 7elect a pro3ect%
*% Clic( the Actions me"u a"d select Set Pro%ect Preferences777%
B. 4" the Pro%ect Preferences pa"e, clic( Analtics%
?. O" the Analtics page:
a% 7elect the =istor *evel a"d =istor Interval setti"gs%
*% Clic( Save to co"ti"ue +or(i"g or clic( Save an# !lose i) you are )i"ished%
Configuring Pro$ect Ca!cu!ations
Co")igure pro3ect calculatio"s to de)i"e ho+ the applicatio" +ill compute
values co"cer"i"g activities, ear"ed value, a"d u"its a"d costs%
,o co")igure pro3ect calculatio"s:
1. Clic( Pro%ects%
F. O" the EPS page:
B. 4" the Pro%ect Preferences pa"e, clic( !alculations%
?. O" the !alculations page:
a% Co")igure the optio"s i" each sectio"%
-+(
?in%ing P6 an0 Contract Manage"ent Pro$ects
8he" the P6 a"d Co"tract Ma"ageme"t applicatio"s are li"(ed, you ca" the" li"(
a speci)ic pro3ect i" P6 to a Co"tract Ma"ageme"t pro3ect% ,his +ill e"a*le you to
vie+ up5to5date co"tractual i")ormatio" )or the pro3ect +ithi" portlets%
,o li"( a P6 pro3ect to a Co"tract Ma"ageme"t pro3ect:
1. Clic( Pro%ects%
F. O" the EPS page:
B. 4" the Pro%ect Preferences pa"e, clic( !ontract Management%
?. O" the !ontract Management page, clic( 4roup .ame: Pro%ect .ame %
6. 4" the Primavera P6 dialog *o1, log o" to !ontract Management%
@. 4" the Select Pro%ect an# 4roup dialog *o1, e1pa"d a pro3ect, select a
group, a"d clic( ,1%
A. 4" the Pro%ect Preferences dialog *o1, clic( Save to co"ti"ue +or(i"g or
clic( Save an# !lose i) you are )i"ished%
*ips
,o li"( the pro3ect to a Co"tract Ma"ageme"t pro3ect, you must have a valid user
"ame a"d pass+ord% 4) you have a Co"tract Ma"ageme"t user "ame a"d pass+ord
that is the same as the user "ame a"d pass+ord +ith +hich you are curre"tly logged
i" to P6, you are "ot prompted to logi" agai"% 4) you do "ot have the same user
"ame a"d pass+ord )or *oth applicatio"s, you must e"ter a valid Co"tract
Ma"ageme"t user "ame a"d pass+ord i" the Primavera P6 dialog *o1%
Configuring Pro$ect (efau!ts
Co")igure pro3ect de)aults to de)i"e ho+ "e+ activities a"d assig"me"ts +ill display
i" a pro3ect%
,o co")igure pro3ect de)aults:
1. Clic( Pro%ects%
F. O" the EPS page:
B. 4" the Pro%ect Preferences pa"e, clic( $efaults%
-+1
P6 'PPM ser7s /ui&e
?. O" the $efaults page:
a% Co")igure the de)aults to represe"t ho+ you +a"t the applicatio" to ha"dle
"e+ activities a"d assig"me"ts%
Configuring 'enera! Pro$ect Preferences
Co")igure ge"eral pro3ect pre)ere"ces to speci)y ge"eral i")ormatio" co"cer"i"g
the pro3ect such as +he" the )iscal year *egi"s%
,o co")igure ge"eral pro3ect pre)ere"ces:
1. Clic( Pro%ects%
F. O" the EPS page:
B. 4" the Pro%ect Preferences pa"e, clic( 4eneral%
?. O" the 4eneral page:
a% Co")igure the W+S !o#e Separator )ield a"d select a mo"th )or the
"iscal ear begins on the first #a of list%
Configuring P6 Progress 2eporter
Co")igure optio"s )or statusi"g a"d ma"agi"g activities to determi"e ho+ users
i"teract +ith activities%
,o co")igure P6 Progress 0eporter:
1. Clic( Pro%ects%
F. O" the EPS page:
B. 4" the Pro%ect Preferences pa"e, clic( Progress Reporter%
?. O" the Progress Reporter page:
a% Co")igure the optio"s )or each sectio"%
Configuring Pro$ect &u""ari=ation an0 Pub!ication &er#ices
Cou ca" co")igure optio"s )or the pro3ect summariDatio" a"d pu*licatio" services%
--+
,o co")igure pro3ect
services:
1. Clic(
Pro%ects%
. O" the Pro%ects "avigatio" *ar, clic(
EPS%
F. O" the EPS
page:
B. 4" the Pro%ect Preferences pa"e, clic(
Services%
?. O" the Services
page:
a% 7elect or clear the Enable Summari6ation optio"%
*% 4) you select this optio", co")igure the e"a*led optio"s a"d Summari6e to
W+S *evel list%
c% 7elect or clear the Enable Publication optio"%
d% 4) you select this optio", co")igure the Publication Priorit *y selecti"g a
"um*er )rom ! to 1!!%
e% Clic( Save to co"ti"ue +or(i"g or clic( Save an# !lose i) you are )i"ished%
*ips
4) you clear the Enable Summari6ation optio" i" the EP7 ta*le, you +ill *e as(ed
i) you +ould li(e to delete the summary i")ormatio"% 4) there is "o summary
i")ormatio", the" the applicatio" +ill "ot prompt you%
Configuring P6 *ea" Me"ber &tatus /p0ate 2e#iews
Co")igure the team mem*er status updates )eature to e"a*le a pro3ect ma"ager to
ma"ually edit a"d approve status updates, made *y resources or activity o+"ers i"
o"e o) the ,eam Mem*er applicatio"s, *e)ore the updates are applied to the pro3ect%
.ote: ,he status update revie+s )eature is tur"ed oJ *y de)ault%
,o co")igure status updates:
1. Clic( Pro%ects%
F. O" the EPS page:
B. 4" the Pro%ect Preferences pa"e, clic( Team Member Applications%
?. O" the Team Member Applications page, i" the Status Revie)s sectio":
a% 7elect Allo) revie)s for Team Member status up#ates%
---
P6 'PPM ser7s /ui&e
*% 7elect Revie) re;uire# b #efault for ne) activities i) all "e+
activities re2uire approval% 8he" prompted to apply the setti"g to all
e1isti"g activities i" the pro3ect, choose >es or .o%
.ote: Cou ca" ma"ually choose +hich activities re2uire revie+s
*y selecti"g or cleari"g the Revie) Re;uire# optio" )or each
activity o" the Activities page%
c% 4" the Revie)er )ield, clic( Select -ser%
6. 4" the Select Status Revie)er dialog *o1:
a% 7elect a
revie+er% *% Clic(
,1%
c% 8he" prompted to set this user as the 7tatus 0evie+er )or all 8G7 "odes
i" the pro3ect, choose >es or .o%
@. Clic( Save an# !lose%
*ips
,he assig"ed status revie+er, or a user +ith &dmi" or Pro3ect superuser
privileges ca" vie+, edit, a"d approve the status updates )or the pro3ect%
6o+ever, o"ly users ide"ti)ied as status revie+ers receive "oti)icatio"s that
pe"di"g status updates e1ist%
& status revie+er is set at the 8G7 level a"d applies to each activity i"cluded i"
the
8G7%
Cou ca" ma"ually cha"ge the re2uired revie+er )or each 8G7 o" the
Activities page% Clic( the 4eneral detail +i"do+ )or the 8G7 a"d dou*le5
clic( the Status Revie)er )ield% 4) the Status Revie)er colum" is "ot
displayed, clic( !ustomi6e !olumns a"d select Status Revie)er%
4) the status revie+er is o"ly set at the 8G7 level a"d "ot the pro3ect level,
the" the revie+er o"ly has revie+ privileges )or the activities +ithi" the 8G7
the revie+er is assig"ed%
,o re2uire approval o" a" activity, o" the Activities page, select Revie)
Re;uire# )or the activity% 4) the Revie)er Re;uire# colum" is "ot displayed,
clic( !olumns a"d select Status Revie)er )rom the 4eneral category%
4) a" activity does "ot re2uire revie+, it is automatically approved% ;ie+ the
-p#ate =istor detail +i"do+ o" the Activities page to vie+ all updates
made the to the activity%
Configuring P6 *ea" Me"ber App!ication @iew Preferences
Co")igure the ,eam Mem*er vie+ pre)ere"ces to e"a*le users to vie+ a"d update
the )ields that are importa"t )or statusi"g the pro3ect i" o"e o) the P6 ,eam Mem*er
applicatio"s%
,o co")igure vie+ pre)ere"ces:
1. Clic( Pro%ects%
--2
F. O" the EPS page:
B. 4" the Pro%ect Preferences pa"e, clic( Team Member Applications%
?. O" the Team Member Applications page:
a% 4" the E#it "iel#s sectio":
1% Choose +hether Resource Assignments, Activit ,)ners, or +oth are
assig"ed to activities%
% 7elect the )ields you +a"t team mem*ers to use to update their activities%
.otes:
&ctivities a"d assig"me"ts are called tas2s i" the ,eam
Mem*er applicatio"s%
>ield "ames are simpli)ied i" P6 EPPM applicatio"s%
*% 4" the 9ie) "iel#s sectio", choose up to three activity codes or UE>s that
should *e visi*le to team mem*ers%
.ote: ,he activity codes a"d UE> )ields +ill appear i"
alpha*etical order i" P6 ,eam Mem*er applicatio"s%
c% Clic( Save an# !lose%
*ips
Edit )ields display i" P6 ,eam Mem*er applicatio"s i" the )ollo+i"g order, i) selected:
E1pected >i"ish
&ctivity I Complete
0emai"i"g Euratio"
&ctual U"its or &ctual 9a*or U"its
&ctual <o"la*or U"its
0emai"i"g U"its or 0emai"i"g 9a*or U"its
0emai"i"g <o"la*or U"its
About Pro$ect *e"p!ates
Pro3ect templates are reusa*le models o) pro3ects you ca" store a"d use later, i"
+hole or i" part, to save time a"d sta"dardiDe your operatio"s%
--3
P6 'PPM ser7s /ui&e
& template i"cludes all the details, *est practices, a"d de )acto sta"dards your
orga"iDatio" associates +ith pro3ects o) a particular type% >or e1ample, use pro3ect
templates to create a li*rary o) prede)i"ed pro3ect structures that ca" later *e used
as starti"g poi"ts )or "e+ pro3ects% 4" additio", speci)ic 8G7 *ra"ches a"d their
activities ca" *e copied )rom pro3ects or templates a"d i"serted +herever you
"eed them%
Cou ca" orga"iDe your template pro3ects +ithi" the EP7, assig" them pro3ect codes,
a"d provide them +ith descriptio"s to aid i" reuse% Cou ca" create templates )rom
pro3ects or to create pro3ects )rom templates% Cou ca" also create pro3ects *ased o"
other pro3ects, a"d templates *ased o" other templates%
Wor%ing with Pro$ect *e"p!ates
Pro3ect templates act as a )ormat that you ca" use +he" creati"g "e+ pro3ects
or templates%
Wor'ing )ith pro%ect templates
,he $ocuments, Issues, Team -sage, a"d Wor'space pages are "ot availa*le
)or pro3ect templates% 4) you "avigate to o"e o) these pages +hile +or(i"g +ith a
pro3ect template, you +ill see the message: Pro5ect templates are not supported on
this pa"e% 8he" +or(i"g +ith templates o" the Activities or EPS pages, the Issues
a"d $ocuments detail +i"do+s are visi*le *ut their ico"s are disa*led%
!reating pro%ect templates
Cou ca" create a *ra"d "e+ pro3ect template, or you ca" copy a"d modi)y a"
e1isti"g template or pro3ect to ma(e a "e+ template% 4) you select to copy a pro3ect
or template, you ca" copy the e"tire template, or you might i"sert o"ly the 8G7
portio" i"to a pro3ect%
Gecause issues a"d docume"ts are "ot availa*le )or pro3ect templates, +he" you
copy a" e1isti"g pro3ect to ma(e a template, the issue a"d docume"t i")ormatio"
does "ot carry over%
8he" you copy a pro3ect to create a template, some )ields are automatically cleared
o) a"y values a"d disa*led to preve"t the reuse o) data out o) co"te1t% >or e1ample,
actual dates a"d costs are "ot permitted i" templates%
,pening pro%ect templates
Pro3ect templates ca""ot *e ope"ed i" co"3u"ctio" +ith other pro3ect templates or
+ith pro3ects% 4) you ope" a pro3ect or a pro3ect template o" the EPS page +he" you
have a pro3ect template ope", the i"itial pro3ect template +ill close% Co"versely, i)
you have a pro3ect or group o) pro3ects ope" a"d you ope" a pro3ect template, the
pro3ects +ill close%
--4
--5
,his is also true +he" +or(i"g i" the ,pen Pro%ects dialog *o1% >or e1ample, +he"
you have a pro3ect template ope", the ,pen Pro%ects dialog *o1 +ill display the
template i" the Selecte# Templates list% 4) you add a pro3ect to the Selecte# list,
the applicatio" +ill remove the pro3ect template )rom the list% 4) you already have a
pro3ect template selected, the applicatio" +ill "ot allo+ you to add a"other template
to the list% O" the other ha"d, i) you try to ope" a pro3ect template +he" pro3ects are
already ope", the pro3ects are replaced *y the pro3ect template%
Creating Pro$ect *e"p!ates
Cou ca" create pro3ect templates to act as a sta"dard or )ormat )or )uture
pro3ects% ,o create pro3ect templates:
1. Clic( Pro%ects%
F. O" the EPS page:
a% 7elect the EPS eleme"t to +hich you +a"t to add the "e+ pro3ect
template% *% Clic( the Actions me"u a"d select A##
A## Pro%ect Template%
B. 4" the A## Pro%ect Template dialog *o1:
a% Clic( the 4eneral ta* a"d co")igure each re2uired )ield%
.ote: Cou ca" add a descriptio" or copy )rom a" e1isti"g
pro3ect or template%
*% Clic( !reate%
*ips
,o co")igure adva"ced optio"s, you must select to copy )rom a" e1isti"g pro3ect
or template% ,his +ill e"a*le the A#vance# ta*%
4) you choose to copy )rom a" e1isti"g pro3ect, select either the -se Actual
!osts an# -nits or -se Planne# !osts an# -nits optio"% 4) you select to copy
)rom a template, the applicatio" +ill disa*le the -se Actual !osts an# -nits
optio"%
Cou ca" also right5clic( the ta*le a"d select A## Pro%ect Template to
create a pro3ect template%
--"
-"p!e"enting the &che0u!e
-n *his &ection
&*out &ctivities %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 11A
&*out &ctivity <et+or(s%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1B
&*out &ctivity ,ypes %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 16
&*out &ctivity ;ie+s%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1@
&*out the &ctivity ,a*le %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1FA
&*out 8G7 7ummary &ctivities %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1FA
Esta*lishi"g &ctivity Codes %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1F9
&*out Ga"tt Charts %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1B?
&*out Cale"dar ;ie+ %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1B@
&*out Progress 7potlight %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1B9
&*out Progress 9i"es %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1B9
&*out Groupi"g a"d 7orti"g%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1B9
&*out &ctivity O+"ers %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1?!
&*out 0esources %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1?1
&*out 0oles%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 16A
&*out E1pe"ses%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1@!
&*out >eed*ac(%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1@1
&*out &ctivity Progress %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1@F
&*out Euratio" ,ypes%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1@B
&*out Co"strai"ts %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1@?
&*out 4ssues %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
1@6
&*out <ote*oo(s %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1@A
&*out <ote*oo( ,opics %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1@A
&*out 0elatio"ships %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1@9
&*out 0is(s %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
1AB
&*out 7teps %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1A6
&*out 7tep ,emplates%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1AA
&*out 9ocatio"s%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1A9
&*out ,race 9ogic %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 19!
&*out Gudgets %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 191
&*out 7pe"di"g a"d Ge"e)it Pla"s %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 196
&*out >u"di"g 7ources %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 199
&*out Ear"ed ;alue%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% !
&*out Milesto"es %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% !F
&*out Cost &ccou"ts%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% !B
&*out E1pe"ses%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% !?
P6 'PPM ser7s /ui&e
About Acti#ities
&lso ("o+" as tas(s, eve"ts, or +or( pac(ages, activities are the lo+est level
ma"agea*le +or( eleme"ts i" a pro3ect or 8G7% &ctivities typically have e1pected
duratio"s, costs, a"d resource or role re2uireme"ts% Milesto"e activities, ho+ever,
have "o duratio" or cost% Collectively, all activities )orm the )ou"datio" o) the
e"tire pro3ect, drivi"g resource assig"me"ts, relatio"ships, co"strai"ts, e1pe"ses,
a"d duratio"s% &ctivities are sometimes )urther divided i"to a"y "um*er o) discrete
steps%
Wor%ing with Acti#ities
&lthough you might vie+ activities a"y "um*er o) +ays i" P6, i"cludi"g o"
dash*oards, +or(spaces, reports, a"d the Resource Assignments page, the most
commo" a"d direct +ay to +or( +ith pro3ect activities is o" the Activities page a"d,
speci)ically, i" the &ctivity ,a*le%
*he Acti#ity *ab!e
-te" (escription
,pen Pro%ects: Ope" the pro3ects you +a"t to +or( +ith usi"g the
,pen Pro%ects me"u item% ,he" clic( Activities i" the "avigatio"
*ar% ,he Activities page sho+s +hich pro3ects are curre"tly ope"%
--(
%mplementing the *che&ule
-te" (escription
Activit 9ie): <e1t, select a" activity vie+ that already i"cludes the
&ctivity ,a*le or clic( Table% ,he vie+ should *e sorted
hierarchically *y 8G7 i" order to optimiDe your a*ility to ma"age 8G7
eleme"ts a"d activities +ithi" them% 8he" +or(i"g +ith activities,
al+ays ma(e sure you have set the colum", group, sort, a"d )ilter
vie+ optio"s that help you )ocus o" o"ly the data that matches your
"eeds% Use the 9ie) me"u to customiDe the vie+%
Menus an# Toolbars: ,he me"us a"d customiDa*le tool*ars o" the
Activities page provide you +ith co"ve"ie"t access to the
comma"ds o) most importa"ce to your +or(%
Activit Table: Cou ca" select activities a"d update them +ithi" the
ta*le itsel) or o" the detail +i"do+s% 4" the ta*le, you ca" modi)y, Cut,
Copy, Paste, a"d >ill Eo+" values% 8he" multiple pro3ects are ope",
you ca" copy a"d paste activities *et+ee" pro3ects 3ust as you +ould
+ithi" a si"gle pro3ect% 8he" you copy a" activity, all attri*utes are
copied alo"g +ith it e1cept )or 4ssues, &ssig"me"t UE> values,
E1pe"se UE> values, 7tep UE> values, a"d 0is( &ssig"me"ts% &ll
attri*utes are retai"ed +he" you
cut a"d paste a" activity%
Activit 4antt: 0e)er to the optio"al Ga"tt chart to suppleme"t your
+or( i" the ta*le +ith a visual represe"tatio" o) the schedule%
Assignments #etail )in#o): Update resource a"d role
assig"me"ts i" this detail +i"do+% ,he )irst resource also appears i"
the Primary 0esource colum" i" the ta*le% 4" this e1ample, the
&ssig"me"ts detail +i"do+ is )loata*le, mea"i"g it ca" )reely *e
moved +ithi" the scree"%
Steps #etail )in#o): Grea( the activity do+" i"to smaller u"its
called steps% ,he progress o) steps ca" also *e measured% ,he user
i" this e1ample has elected to doc( the Steps detail +i"do+ a*ove
the other +i"do+s *ut *elo+ the &ctivity ,a*le%
4eneral #etail )in#o): 0ecord *asic details a*out the activity i"
this detail +i"do+% Cou ca" sho+ or hide the series o) detail
+i"do+s that appears )or each activity a"d 8G7%
.ote: Usi"g P6 &dmi"istrator applicatio", your admi"istrator
ca" set a de)ault value )or the ma1imum "um*er o) activities
that appear o" the Activities page%
Creating Acti#ities
Create activities to de)i"e a more detailed *rea(do+" o) pro3ects or 8G7s%
,o create activities:
--1
P6 'PPM ser7s /ui&e
methods:
+ith%
a% 7elect a pro3ect, 8G7, or activity/ the "e+ activity +ill *e added *e"eath
your selectio"%
*% Clic( the Actions me"u a"d select A## A##
Activit% c% E"ter a "ame i" the W+S3Activit )ield%
*ips
0ight5clic( a pro3ect, 8G7, or activity a"d select A## Activit to 2uic(ly
add a" activity%
,he applicatio" automatically "ames "e+ activities New Activit%
,o create a" activity )rom a" e1isti"g activity, right5clic( o" a" activity a"d
select !op% Paste the activity to the correct locatio"% 8he" you copy a"
activity, the )ollo+i"g data items are "ot copied:
4ssues
&ssig"me"t UE> values
E1pe"se UE> values
7tep UE> values
&ctivity >eed*ac(
0is( &ssig"me"ts
7tatus Update 6istory -)or ,eam Mem*er applicatio"s.
4) you copy a 8G7 that i"cludes activities, the" 4ssues, &ssig"me"t UE> values,
E1pe"se
UE> values, 7tep UE> values, a"d 0is( &ssig"me"ts are copied )or each activity%
,he de)ault limit allo+s you to create up to ?!!! activities per activity vie+%
Configuring 'enera! Acti#ity -nfor"ation
Cou ca" co")igure some o) the ge"eral i")ormatio" )or activities, i"cludi"g &ctivity
,ype, Euratio" ,ype, a"d activity co"strai"ts%
,o co")igure ge"eral activity i")ormatio":
methods:
+ith%
-2+
F. O" the Activities page, select a" activity a"d clic( the 4eneral detail +i"do+%
B. 4" the 4eneral detail +i"do+, co")igure the $etails, $urations, -nits an#
!osts, Status, a"d !onstraints sectio"s to represe"t the i")ormatio" you +a"t
to display )or that activity%
-CtrlS7.%
Assigning ?ocations to Acti#ities
&ssig" locatio"s to activities so that you ca" report o" activities *y locatio" i" P6
&"alytics%
,o assig" a locatio":
methods:
+ith%
9ocatio" colum"%
Assign%
6. O" the Activities page, clic( the Actions me"u a"d select Save
-CtrlS7.%
*ips
Cou must have the &dd#Edit &ctivities E1cept 0elatio"ships pro3ect privilege to
assig" locatio"s to activities%
-2-
P6 'PPM ser7s /ui&e
About &uspen0ing an0 2esu"ing Acti#ities
8he" updati"g progress )or a pro3ect, you might "eed to record that the +or( o" a
particular activity has *ee" suspe"ded or resumed a)ter a period o) i"activity% >or
e1ample, a" activity might *e suspe"ded or resumed due to a pla"t shutdo+"% ,o
record this, you must e"ter suspe"d a"d resume dates% ,he suspe"d date is the date
o" +hich a" activity's progress has, or is pla""ed to *e, stopped% ,he resume date is
the date progress o" a" activity *egi"s agai"% 8he" you i"dicate a suspe"d or
resume date, +or( )or the activity is co"sidered to *e suspe"ded or resumed at the
*egi""i"g o) the speci)ied day%
(isso!#ing Acti#ities
Eissolvi"g a" activity removes the dissolved activity a"d 3oi"s the activityPs
predecessor a"d successor activities to mai"tai" the pro3ectPs "et+or( logic% Cou
ca""ot dissolve a" activity u"less it has a predecessor a"d successor% Cou ca" o"ly
dissolve o"e activity at a time%
,o dissolve a" activity:
methods:
+ith%
F. 7elect a si"gle activity a"d clic( the Actions me"u a"d select $issolve%
B. O" the Activities page, clic( the Actions me"u a"d select Save
-CtrlS7.%
2eca!cu!ating Assign"ent Costs
0ecalculate assig"me"t costs to update price per time values o" activities% ,his
e"sures that pro3ect costs re)lect a"y updates%
,o recalculate assig"me"t costs:
methods:
+ith%
-22
a% 7elect a" activity%
*% Clic( the Actions me"u a"d select Run Recalculate Assignment
!osts%
B. 4" the Recalculate Assignment !osts dialog *o1:
a% -Optio"al. 7elect the Snchroni6e ,vertime "actor optio" to
sy"chro"iDe the overtime )actor de)i"ed )or each resource +he"
recalculati"g costs%
*% Clic( Recalculate%
*ips
8he" activity dates cha"ge, ru" Recalculate Assignment !osts to update
resource costs *ased o" the "e+ dates%
,hese services are removed )rom the data*ase *ased o" the ASAP !leanup
Rate your P6 admi"istrator speci)ies o" the !onfigurations ta* i" P6
&dmi"istrator applicatio"% O"ce the time is met all &7&P 3o*s that have a status
other tha" ru""i"g or delegated +ill *e removed )rom the ta*le automatically%
0u""i"g a"d delegated 3o*s +ill *e removed i) they are older tha" the clea"up
rate or i) they are older tha" o"e day, +hichever is greater%
&en0ing Pro$ect (ata to an E2P &yste"
4) P6 is co")igured to )u"ctio" +ith a" Oracle E"terprise 0esource Pla""i"g -E0P.
applicatio", such as 'E Ed+ards E"terpriseO"e, a"d your admi"istrator has gra"ted
you appropriate security privileges, you ca" se"d pro3ect cost data )or a" approved
a"d *aseli"ed pro3ect to the co")igured E0P applicatio" )or i"tegratio"% ,he data
)rom your pro3ects the" *ecomes availa*le +ithi" your E0P applicatio"s )or
assig"me"t a"d trac(i"g%
,o se"d pro3ect data to E0P:
methods:
+ith%
F. O" the Activities page, clic( the Actions me"u
a"d select Import3E2port
Sen# to ERP%
.ote: &"y pe"di"g cha"ges are automatically saved%
B. 4" the Sen# Pro%ects to ERP dialog *o1:
a% 7elect the pro3ects you +a"t to se"d to
E0P% *% 7elect or clear the optio"s%
c% Clic( Sen#%
-23
P6 'PPM ser7s /ui&e
Custo"i=ing (etai! Win0ows
Cou ca" customiDe +hich detail +i"do+s appear o" the EP7 or &ctivities
pages% ,o customiDe detail +i"do+s:
methods:
+ith%
a% 7elect a vie+ )rom the Activit 9ie) or EPS 9ie) list%
*% Clic( the 9ie) me"u a"d select !ustomi6e $etail Win#o)s%
B. 4" the !ustomi6e $etail Win#o)s dialog *o1:
a% 4" the Area sectio", select o"e o) the optio"s to determi"e +hich listi"g o)
detail +i"do+s is availa*le )or you to customiDe%
*% 4" the $etail Win#o) sectio", select or clear the optio"s *eside detail
+i"do+s to add or remove them )rom the page%
c% Clic( Save%
*ips
7elect or clear the optio" *eside the $etail Win#o) title to add all or remove
all the detail +i"do+s%
0ight5clic( a detail +i"do+ ta* or title*ar to customiDe detail +i"do+s% Clic(
!ustomi6e o" the me"u to ope" the !ustomi6e $etail Win#o)s dialog *o1,
or clic( a detail +i"do+ "ame to add or remove it )rom the page%
Clic( a"d drag detail +i"do+s to cha"ge their order% Other+ise, the detail
+i"do+s appear i" the same order that they appear i" the !ustomi6e $etail
Win#o)s dialog *o1%
Clic( "loat o" the detail +i"do+ to separate it )rom a"y others i" the
series% Cou ca" the" )reely move this detail +i"do+ to cha"ge its positio" or re5
doc( it%
8he" you "avigate to a "e+ page, you ca" save or ca"cel the vie+ cha"ges you
made to the detail +i"do+s% ,hese cha"ges +ill o"ly *e saved )or the vie+
selected i" the Activit or EPS 9ie) list%
About Acti#ity Networ%s
&" &ctivity <et+or( is a graphical display o) activities a"d their logical relatio"ships
accordi"g to the 8G7% Cou ca" use a" &ctivity <et+or( to vie+ activity relatio"ship
paths a"d the )lo+ o) +or( through a pro3ect% &ctivity <et+or(s also allo+ you to
e1ami"e a"d edit a" activity a"d its predecessors a"d successors%
-24
Wor%ing with the Acti#ity Networ%
4" additio" to the &ctivity ,a*le )ormat, you ca" also vie+ activities i" a"
&ctivity <et+or(% Cou ca" i"clude your choice o) 8G7 a"d activity detail
+i"do+s i" this alter"ate vie+i"g )ormat%
,he &ctivity <et+or( maps the 8G7 eleme"ts a"d activities i" your pro3ect i"to a
series o) i"terco""ected *o1es% &rro+s *et+ee" *o1es represe"t the relatio"ships
*et+ee" activities% ,he sta"dard color5coded activity status ico"s also appear i" this
vie+i"g )ormat: *lac( diamo"ds represe"t milesto"es, a"d other status ico"s reveal
+he" a" activity is "ot yet started, i" progress, completed, or critical%
&ctivity *o1es outli"ed i" red represe"t critical activities +hile activity *o1es outli"ed
i" *lue are "ot%
Acti#ity Networ%
-te" (escription
Activit 9ie): 7elect a" activity vie+ that already i"cludes the &ctivity
<et+or( or clic( Activit .et)or'%
-25
P6 'PPM ser7s /ui&e
-te" (escription
Activit .et)or': ,he arro+ )rom a predecessor activity poi"ts to its
successor% 7olid li"es represe"t drivi"g relatio"ships, +hich i"dicate
+he" a predecessor activity i")lue"ces the start date o) its successor%
,he predecessor drives the start date o) the successor activity *y
causi"g it to start earlier or later tha" the scheduled date depe"di"g
o" the )i"ish date o) the predecessor% Eashed li"es represe"t "o"5
drivi"g relatio"ships, +hich i"clude all predecessor a"d successor
activity relatio"ships:
7tart5to57tart, >i"ish5to57tart, 7tart5to5>i"ish, a"d >i"ish5to5>i"ish%
Cou ca" sho+ o"ly drivi"g relatio"ships or sho+ all relatio"ships%
!ustomi6e Activit .et)or': Cou ca" customiDe the co"te"t a"d
arra"geme"t o) the *o1es that represe"t your activities i" the
"et+or(% 4) you select the Sho) progress optio" o" the !ustomi6e
Activit .et)or' dialog *o1 or o" the Activit .et)or' ta* o) the
!ustomi6e Activit 9ie) dialog *o1, you ca" vie+ activity progress
i" the &ctivity <et+or(% Completed activities are mar(ed +ith a" H
across the activity *o1% &ctivities i" progress are mar(ed +ith a slash
-L. across the activity *o1%
$etail Win#o)s: ,he same 8G7 a"d &ctivity detail +i"do+s are
availa*le +ith a"y activity vie+i"g )ormat% 4" this e1ample, the user
has elected to sho+ the Ris's detail +i"do+% 8he" you select a"
&ctivity <et+or( *o1, the selected *o1 displays a light *lue
*ac(grou"d +hile the *o1es that are "ot selected display a gray
*ac(grou"d%
.ote: P6 ide"ti)ies relatio"ships as drivi"g +he" all o) the
)ollo+i"g are true: 1. the successor activity has "ree "loat less
tha" or e2ual to Dero/ . the activity does "ot have a Start ,n
or "inish ,n co"strai"t/ a"d, F. the activity does "ot have a"
Actual "inish date%
About Acti#ity *ypes
O"e o) ma"y attri*utes )or a" activity, the Activit Tpe determi"es ho+ the
activity is scheduled accordi"g to various scheduli"g sce"arios:
Tas' $epen#ent: ,his type o) activity i"dicates that assig"ed resources
should *e scheduled *ased o" the activity's cale"dar, rather tha" the
cale"dars o) the resources%
Resource $epen#ent: ,his type o) activity i"dicates that resources
should *e scheduled *ased o" their assig"ed cale"dars% Use this type
+he" the activity duratio" may *e a))ected *y resource availa*ility%
-26
*evel of Effort: ,his type o) activity i"dicates that it is o"goi"g +ith a
duratio" determi"ed *y its depe"de"t activities% ,he duratio" is calculated
*ased o" the schedule dates o) its predecessors a"d successors%
&dmi"istrative activities are typically desig"ated as ,evel o& E:ort%
Start Milestone: ,his type o) activity i"dicates the *egi""i"g o) a ma3or pro3ect
phase%
&ctivities o) this type have a duratio" o) Dero -!. +ith "o resource
assig"me"ts%
"inish Milestone: ,his type o) activity i"dicates the e"d o) a ma3or pro3ect
phase%
&ctivities o) this type have a duratio" o) Dero -!. +ith "o resource
assig"me"ts%
About Acti#ity @iews
&" activity vie+ is the visual layout o) pro3ect i")ormatio"% >or each vie+, you ca"
customiDe data a"d co"te"t5speci)ic choices such as groupi"g, colum" selectio", a"d
visual display optio"s% 7electi"g the *est vie+ )or your "eeds ca" )acilitate the
process o) recordi"g pro3ect data% >or e1ample, to 2uic(ly record a ra"ge o) details
)or "e+ activities, you might select a ta*le vie+ +hich ma1imiDes the "um*er o)
data colum"s availa*le% Or, to automatically apply a particular attri*ute, such as
8G7 or activity code, to "e+ly added activities, you could select a vie+ +hich
groups activities *ased o" that attri*ute%
Wor%ing with Acti#ity @iews
Co")igure the Activities page a"d the !ustomi6e Activit 9ie) dialog *o1 to
customiDe the vie+s that display the pro3ect a"d activity data you re2uire i" a
)ormat that meets your "eeds% Cou ca" save these setti"gs +ith the vie+% 7ave the
cha"ges i) you +a"t them to appear the "e1t time you +or( +ith the vie+% Eo "ot
save the cha"ges i) you o"ly +a"t your alteratio"s to last )or the sessio"%
,he vie+ list o" the Activities tool*ar provides 2uic( a"d easy access to all activity
vie+s that are availa*le to you% 8hile +or(i"g +ith activities, choosi"g the *est vie+
)or your "eeds ca" )acilitate the process o) recordi"g pro3ect data%
Cou ca" co")igure the co"te"t a"d orga"iDatio" o) a"y activity vie+ you create% >or
activity vie+s you ca" access *ut did "ot create, you ca" revie+ activity vie+
setti"gs, *ut you ca""ot ma(e cha"ges%
.ote: O" the Activities page, to 2uic(ly rearra"ge the
colum"s curre"tly displayed i" a vie+, drag a"d drop them%
Cour a*ility to per)orm certai" actio"s i" a vie+ depe"ds o" the vie+'s access class,
your role as either creator or user o) the vie+, a"d your security pro)ile% >or
e1ample, i) a
multi5user or glo*al vie+ i"cludes cost data eleme"ts a"d the curre"t user does "ot
have
rights to vie+ costs, the data is dashed out so it is "ot visi*le to the user%
-2"
P6 'PPM ser7s /ui&e
Cou ca" group all activities that co"tai" the same value )or a speci)ic data )ield% >or
e1ample, i) you choose to group *y Pro%ect the" *y Primar Resource, the
Activities page groups activities i" pro3ect groupi"gs% ,he", +ithi" each pro3ect
group, activities are )urther categoriDed accordi"g to primary resource% >i"ally,
+ithi" each primary resource group, activities are sorted *ased upo" the sort )ield
a"d sort order you speci)y, )or e1ample Start $ate%
4" the Ga"tt chart, +he" you group activities, a summary *ar appears )or each
group% Cou ca" e1pa"d a"d collapse the group as "eeded to )ocus o"ly o" the
pro3ect Summar Sche#ule or o" the $etaile# Sche#ule% 4" the ta*le, +he" you
group activities, each groupi"g level is ide"ti)ied a"d separated *y a colored*a"d or
*ac(grou"d% Cou ca" elect to sho+ rollups, or summary totals, )or each group%
Creating Acti#ity or EP& @iews
Create vie+s to determi"e ho+ i")ormatio" is visually displayed% ,hese steps
represe"t the mi"imum re2uired to create a" activity or EP7 vie+%
,o create a" activity or pro3ect vie+:
methods:
+ith%
. O" the Pro%ects "avigatio" *ar, clic( Activities or EPS%
a% 7elect a vie+ similar to the vie+ you +a"t to create )rom the Activit or EPS
9ie)
list%
*% Clic( 9ie) a"d select Save 9ie) As%
B. 4" the Save 9ie) As dialog *o1, type a "ame i" the Please specif the vie)
name
)ield a"d clic( ,1%
?. O" the Activities or EPS page:
a% Co")igure the "e+ vie+ to have the properties you +a"t%
*% Clic( the Actions me"u a"d select Save -CtrlS7. +he" you are )i"ished%
*ips
,he applicatio" +ill add your "e+ vie+ to the -sers sectio" o) the Activit or EPS
9ie) list%
-2(
Configuring Acti#ity @iews
Co")igure activity vie+s to de)i"e ho+ you see activity data% &ctivity vie+s a))ect
the )ilters, groupi"g, a"d colum"s that are applied to the &ctivities page% Eetail
+i"do+ visi*ility is also a))ected *y the selected activity vie+%
,o co")igure activity vie+s:
methods:
+ith%
a% Clic( the Activit 9ie) list a"d select a" activity vie+%
*% Clic( the 9ie) me"u a"d select !ustomi6e 9ie)%
B. 4" the !ustomi6e Activit 9ie) dialog *o1:
a% Co")igure the !olumns
ta*% *% Co")igure the
4rouping ta*% c% Co")igure
the "ilters ta*%
d% Co")igure the +ars ta*%
e% Co")igure the 4antt !hart ta*%
)% Co")igure the Activit .et)or'
ta*% g% Co")igure the Access ta*%
h% Clic( ,1%
*ips
Cou ca" modi)y a"y vie+ you create% Cou ca" o"ly modi)y multi5user a"d
glo*al activity vie+s i) you have the appropriate security privileges%
Ma"y o) these co")iguratio"s, co")iguri"g colum"s a"d )ilters )or e1ample, do
"ot re2uire you to ope" the !ustomi6e Activit 9ie) dialog *o1% 4) the
"ecessary ico"s are availa*le o" your tool*ar, you ca" use them to co")igure
the activity vie+%
Configuring Acti#ity @iew Co!u"ns
Co")igure activity vie+ colum"s to speci)y +hich colum"s are visi*le i" the Ga"tt
chart or ta*le%
,o co")igure colum"s:
methods:
+ith%
-21
P6 'PPM ser7s /ui&e
a% Clic( the Activit 9ie) list a"d select a" activity vie+ to
co")igure% *% Clic( the 9ie) me"u a"d select
!ustomi6e 9ie)%
B. 4" the !ustomi6e Activit 9ie) dialog *o1, clic( the !olumns ta*%
?. O" the !olumns ta*:
a% 4" the Select the columns to #ispla sectio", customiDe the Selecte#
!olumns list usi"g values )rom the Available !olumns list%
*% 4" the !olumn ,ptions sectio", select a" optio" )rom
each list% c% Clic( ,1%
*ips
Cou ca" display a ma1imum o) F! colum"s%
Clic( "ont Pic'er a"d select a )o"t a"d siDe )rom the dialog *o1 to cha"ge the
)o"t )or a colum"%
Cou ca" customiDe activity vie+ colum"s )rom the 9ie) me"u% Clic( the 9ie)
me"u a"d select !olumns%
Configuring Acti#ity @iew 'rouping
Co")igure groupi"g optio"s to de)i"e ho+ )ields are grouped o" the Activities
page% ,o co")igure activity vie+ groupi"g:
methods:
+ith%
!ustomi6e 9ie)%
a% Clic( the 4rouping ta* a"d co")igure the groupi"g optio"s i" each
sectio"% *% Clic( ,1%
-3+
*ips
8he" activities are grouped, the 4antt chart o" the Activities page displays
a summary *ar )or each group% ,he summary *ar represe"ts the time period
)rom the earliest Earl Start to the latest Earl "inish )or the group%
Use the To *evel list to select the "um*er o) hierarchy levels +he"
groupi"g *y a hierarchical )ield% 8he" groupi"g *y dates, use the To *evel
list to select a time i"terval%
,he *a"d color you select +ill display i" the ta*le a"d the &ctivity <et+or(%
Cou ca" also access activity vie+ groupi"g )rom the 9ie) me"u% Clic( the 9ie)
me"u, the" select 4roup%
Groupi"g *a"ds are displayed *y de)ault +he" you group *y a pro3ect code or
EP7 eve" i) the *a"ds are empty% 7elect the =i#e if empt optio" i" the
!ustomi6e 9ie) or !ustomi6e 4roupings dialog *o1es to remove these *a"ds
)rom vie+%
Empty *a"ds are hidde", eve" i) the =i#e if empt optio" is "ot selected,
+he" the vie+ is grouped *y multiple data items a"d o"e o) the data items is
hierarchical%
Configuring Acti#ity @iew 'antt Chart 9ars
Co")igure the *ar setti"gs )or the Ga"tt chart vie+ o" the &ctivities page% Cou ca"
set )eatures )or up to three *ars per activity%
,o co")igure activity vie+ *ars:
methods:
+ith%
!ustomi6e 9ie)%
B. 4" the !ustomi6e Activit 9ie) dialog *o1, clic( the +ars ta*%
?. O" the +ars ta*:
a% Clic( the +ar Tpe list a"d choose o"e o) the availa*le *ar types%
.ote: Cou ca" co")igure up to three *ars% 7et at least o"e *ar to
!urrent +ar%
*% 4" the =eight )ield, select the height i" pi1els o) each *ar%
c% 4" the !olor optio"s, choose to display the *ar +ith a selected color or to
set a" activity code )or the *ar%
-3-
P6 'PPM ser7s /ui&e
.ote: Cour admi"istrator sets color de)i"itio"s o) activity codes%
d% 7elect the Sho) .ec'ing optio" to apply *ar "ec(i"g to each o) the three
*ars%
Gar "ec(i"g re)ers to i"de"tatio"s o) *ars i" the Ga"tt chart duri"g
periods o) "o"+or( time%
e% 4) co")iguri"g optio"s )or the !urrent +ar, clic(
,ptions% )% 4" the !urrent +ar ,ptions dialog
*o1:
1% 7elect the Sho) Progress optio" to chart progress, or actual +or(, alo"g
the
Curre"t Gar%
% 7elect the Sho) !ritical optio" to represe"t critical activities +ith a
red *ar i"stead o) the color selected )or the Curre"t Gar%
F% 4" the .ame list, select a *ar la*el%
B% 4" the Position list, select the locatio" o" the *ar to positio" its la*el%
.ote: 8he" you display ma"y *ars at o"ce, )or greater ease i"
readi"g the *ar la*els a"d ide"ti)yi"g a speci)ic *ar, you might
)i"d it help)ul to vary the positio" o) the la*el o" each *ar%
?% 4" the "ont )ield, clic( a"d select optio"s )or the )o"t type, siDe, a"d
color o) the *ar la*el%
6% Clic( ,1%
g% O" the +ars ta*, i) you selected Sho) .ec'ing, i" the .ec'ing sectio",
choose the optio"s )or displayi"g "o"5+or( time%
h% Clic( ,1%
*ips
& *ate +ar does "ot display i) the pro3ect has "ot *ee" scheduled%
,he Progress +ar is *lue%
Cou ca" also customiDe activity vie+ *ars )rom the 9ie) me"u% O" the 9ie)
me"u, clic( 4antt !hart ,ptions, the" clic( the +ars ta*%
Configuring Acti#ity @iew 'antt Chart
Co")igure Ga"tt chart optio"s to determi"e ho+ the chart +ill
display% ,o co")igure Ga"tt chart optio"s:
methods:
+ith%
-32
co")igure *% Clic( the 9ie)me"u a"d select !ustomi6e
9ie)%
a% Clic( the 4antt !hart ta* a"d co")igure the Ga"tt chart optio"s i" each
sectio"% *% Clic( ,1%
*ips
Gar "ec(i"g e1te"ds do+" to the day%
Cou ca" also select 4antt !hart ,ptions o" the 9ie) me"u a"d clic( the 4antt
!hart
ta* i" the !ustomi6e 4antt !hart ,ptions dialog *o1 to co")igure Ga"tt charts%
Configuring Acti#ity Networ%
Co")igure a" &ctivity <et+or( to determi"e ho+ the "et+or( displays i" the activity
vie+% ,o co")igure a" &ctivity <et+or(:
methods:
+ith%
!ustomi6e 9ie)%
B. 4" the !ustomi6e Activit 9ie) dialog *o1, clic( the Activit .et)or' ta*%
?. O" the Activit .et)or' ta*, co")igure the optio"s, )ields, a"d level a"d clic(
,1%
*ips
7elect the Split Ro) optio" i" the Activit +o2 sectio" to divide a ro+ i"to t+o
)ields%
,he Secon# "iel# list )or that ro+ is disa*led u"til the Split Ro) optio" is
selected%
Cou ca" also customiDe Activit .et)or' optio"s )rom the 9ie) me"u% 4" the
Activit
.et)or' vie+, select Activit .et)or' ,ptions o" the 9ie) me"u%
Configuring Acti#ity @iew Access
Co")igure activity vie+ access to de)i"e +hich users +ill have access to a
particular vie+%
,o co")igure access:
methods:
-33
P6 'PPM ser7s /ui&e
+ith%
!ustomi6e 9ie)%
B. 4" the !ustomi6e Activit 9ie) dialog *o1, clic( the Access ta*%
?. O" the Access ta*, select o"e o) the access optio"s a"d clic( ,1%
*ips
U"less you speci)y other+ise, !urrent -ser is the de)ault access%
4) you select *ist of -sers, search )or the user, or select users )rom the
Available -sers
list%
Configuring Acti#ity @iew 5i!ters
Cou ca" modi)y or create )ilters% ,hese )ilters ca" the" *e applied to several
di))ere"t activity vie+s%
,o co")igure activity vie+ )ilters:
methods:
+ith%
!ustomi6e 9ie)%
B. 4" the !ustomi6e Activit 9ie) dialog *o1, clic( the "ilters ta*%
?. O" the "ilters ta*:
a% Cou ca" modi)y a
)ilter% *% Cou ca" create
a )ilter% c% Cou ca" apply
)ilters%
d% Clic( ,1 +he"
)i"ished%
-34
*ips
,he M Activities )ilter displays all pro3ect activities you are either assig"ed
to as a resource or desig"ated as the activity o+"er%
>or the Activities occurring )ithin /blan'0 #as or Activities finishing
)ithin /blan'0
#as )ilters, speci)y a "um*er o) days%
Cou ca" also customiDe activity vie+ )ilters )rom the 9ie) me"u% Clic( the 9ie)
me"u a"d select "ilters )rom the "ilters su*me"u%
App!ying 5i!ters
&pply )ilters to a pro3ect to speci)y the data you +a"t to display% Cou ca"
add user5created )ilters or select )rom the list o) sta"dard )ilters%
,o apply )ilters:
methods:
+ith%
a% Clic( the Activit 9ie) or EPS 9ie) list a"d select a vie+ to +hich you +ill
add the )ilters%
B. 4" the !ustomi6e Activit 9ie) or !ustomi6e EPS 9ie) dialog *o1, clic( the
"ilters ta*%
?. O" the "ilters ta*:
a% 7elect a" optio" )rom the Sho) matches for list%
*% 4" the Appl to 9ie) colum", select the optio" )or each )ilter you +a"t to
apply% c% Clic( ,1%
*ips
4) you have ,eam Mem*er module access, either assig"ed as a resource or
activity o+"er, applyi"g the M Activities )ilter +ill have "o a))ect o" the
activity list display *ecause your access is already restricted to your assig"ed
a"d o+"er activities%
Cou ca" also clic( the 9ie) me"u a"d select "ilters )rom the "ilters su*me"u
to ope" the !ustomi6e "ilters dialog *o1% Cou ca" apply )ilters )rom this dialog
*o1%
4) you +a"t to save the applicatio" o) these )ilters to the vie+, clic( >es i" the
Primavera P6 dialog *o1 +hich ope"s +he" you "avigate a+ay )rom the page%
Creating 5i!ters
Create )ilters to "arro+ activity or pro3ect i")ormatio" to a speci)ic data group%
-35
P6 'PPM ser7s /ui&e
,o create )ilters:
methods:
+ith%
a% Clic( the Activit or EPS 9ie) list a"d select a vie+ to +hich you +ill add the
)ilters% *% Clic( the 9ie) me"u a"d select !ustomi6e 9ie)%
B. 4" the !ustomi6e Activit 9ie) or !ustomi6e EPS 9ie) dialog *o1, clic( the
"ilters ta*%
?. O" the "ilters ta*, clic( A## "ilter%
6. 4" the !reate "ilter dialog *o1:
a% Clic( the $efinition ta* a"d co")igure the )ields a"d lists )or o"e or
more )ilter stateme"ts%
.ote: 4" additio" to sta"dard )ilteri"g optio"s, the is un#er
optio" is provided to e"a*le you to i"clude hierarchical
eleme"ts, i"cludi"g "odes, +he" )ilteri"g i" the EP7, &ctivities,
or 0esources &ssig"me"ts vie+%
*% Clic( the Access ta* a"d de)i"e user
access% c% Clic( ,1%
*ips
,o add more criteria stateme"ts, clic( % ,o remove a criteria stateme"ts, clic(
% ,o "est a criteria stateme"t i"side a"other, clic( %
to ope" the !ustomi6e "ilters dialog *o1% >rom this dialog *o1, you ca" create
)ilters%
Configuring 5i!ters
Cou ca" co")igure the detailed stateme"ts o) a )ilter a"d +ho ca" use
it% ,o co")igure )ilters:
methods:
+ith%
-36
a% Clic( the Activit or EPS 9ie) list a"d select a vie+ to +hich you +ill add the
)ilters% *% Clic( the 9ie) me"u a"d select !ustomi6e 9ie)%
B. 4" the !ustomi6e Activit 9ie) or !ustomi6e EPS 9ie) dialog *o1, select a
)ilter a"d clic( Mo#if "ilter%
?. 4" the Mo#if "ilter dialog *o1:
a% Clic( the $efinition ta* a"d co")igure the )ields a"d lists to edit the
)ilter stateme"ts%
*% Clic( the Access ta*, a"d select a" access
optio"% c% Clic( ,1%
*ips
Cou ca" "ot edit Stan#ar# "ilters%
,o add more )ilter stateme"ts to the $efinition ta*, clic( % ,o remove a )ilter,
clic( %
,o "est a criteria stateme"t i"side a"other, clic( % Cou ca" add up to te"
levels o) "esti"g%
to ope" the !ustomi6e "ilters dialog *o1% Cou ca" co")igure )ilters )rom this
dialog *o1%
&en0ing Acti#ity @iews by E8Mai!
Cou ca" se"d e5mail +ith a li"( to a speci)ic activity vie+ to distri*ute details
a*out activities or pro3ects to other P6 users%
,o se"d a" activity vie+ *y e5mail:
methods:
+ith%
F. O" the Activities page, clic( the 9ie) me"u a"d select E-mail 9ie)%
B. 4" the E-mail 9ie) dialog *o1:
a% Edit the recipie"t list, message, a"d su*3ect as
"eeded% *% Clic( Sen# E-mail%
*ips
Cou must have a" e5mail address listed i" your user accou"t to se"d a" e5mail%
-3"
P6 'PPM ser7s /ui&e
About the Acti#ity *ab!e
,he &ctivity ,a*le prese"ts all 8G7 a"d activity i")ormatio" )or the curre"tly ope"
pro3ects i" a )amiliar ta*le )ormat% Cou ca" customiDe &ctivity ,a*le colum"s, )ilters,
groupi"g, sorti"g, )o"ts, a"d colors%
>or e1ample, you might cha"ge the i")ormatio" displayed i" colum"s to sho+
scheduli"g data, resource a"d cost data, user5de)i"ed )ields, or a"y data items
you select, i"cludi"g calculated data% Cou ca" also )ormat speci)ic i")ormatio" to
call atte"tio" to it *y usi"g the )ilter, group a"d sort, a"d other ta*le display
)eatures%
Use the &ctivity ,a*le to:
Create a list o) activities a"d activity i")ormatio" 2uic(ly +he" you do"'t "eed to
see the i")ormatio" graphically over time as i" a Ga"tt chart%
Group activities that share a commo" attri*ute i"to hierarchies% >or e1ample,
)ocus o" activities *y resource, respo"si*ility, or date% O"ce you orga"iDe
activities i"to groups, you ca" summariDe or =roll up= pro3ect data to simpli)y
their prese"tatio"%
7ort activities to arra"ge them i" a" order you speci)y% >or e1ample, to vie+
activities chro"ologically, you might sort them *y a date )ield%
About W9& &u""ary Acti#ities
& 8G7 summary activity type represe"ts a group o) activities that share a commo"
+or( *rea(do+" structure -8G7. level% ,he summary5level 8G7 activity e"a*les the
rollup o) dates )or the activity group% 0ollup values )or a 8G7 summary activity are
calculated +he" the pro3ect is scheduled% ,he duratio" o) a 8G7 summary activity
e1te"ds )rom the start o) the earliest activity i" a group to the )i"ish o) the latest
activity%
,he 8G7 summary activity type com*i"es the summary capa*ilities o) the 8G7
structure +ith tas(5level attri*utes such as relatio"ships, resource assig"me"ts, a"d
"ote*oo(s% Use this activity type to roll up dates, duratio", a"d perce"t complete
values )or a group o) activities that share a commo" 8G7 code%
,he 8G7 code o) a 8G7 summary activity determi"es +hich activities comprise the
group% >or e1ample, a 8G7 summary activity assig"ed to 8G7 code &, +ould roll up
values )or all activities u"der a"y su*ordi"ate 8G7 that relates to code &: &%1, &%1%1,
&%, &%%1, a"d so o"% 4) the 8G7 summary activity i" this case +ere assig"ed to 8G7
code &%1, it +ould roll up values )or activities u"der 8G7 &%1 a"d &%1%1, *ut "ot )or
those activities u"der &% or &%%1%
-3(
Estab!ishing Acti#ity Co0es
2e!ate0 *opics
&*out &ctivity Codes %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1F9
8or(i"g +ith &ctivity Codes%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1B!
About Acti#ity Co0es
&ctivity codes e"a*le you to categoriDe activities i"to logical groups *ased o" your
orga"iDatio"'s criteria% &" activity code ca" *e o"e o) three types: Glo*al, EP7, or
Pro3ect% Glo*al activity codes orga"iDe activities across all pro3ects i" a"
orga"iDatio"% EP7 activity codes orga"iDe activities +ithi" a speci)ic *ra"ch or "ode
o) the e"terprise pro3ect structure -EP7.% Pro3ect activity codes categoriDe activities
*ased o" speci)ic )eatures +ithi" a pro3ect%
&ctivity codes represe"t *road categories o) i")ormatio", a departme"t or pro3ect
ma"ager )or i"sta"ce% Cou ca" create multiple activity codes accordi"g to speci)ic
categories, the" assig" diJere"t values )or each code% >or e1ample, assume your
orga"iDatio" has ma"y departme"ts a"d you +a"t to revie+ activities +ithi" each
departme"t% Cou ca" )irst create a" activity code =departme"t,= the" assig"
diJere"t values such as 2uality assura"ce, )i"a"ce, a"d sales% Cou ca" the"
associate activities +ith speci)ic departme"ts%
& (ey characteristic o) a" activity code as opposed to a" activity user de)i"ed )ield is
that activity codes +ill o"ly allo+ e"tries )rom a prede)i"ed list o) values% &)ter you
create activity codes, users ca" assig" activity code values to activities to group,
sort, a"d )ilter pro3ect data *ased o" these values%
-31
P6 'PPM ser7s /ui&e
Wor%ing with Acti#ity Co0es
,here are three types o) activity codes: Glo*al, EP7, a"d Pro3ect% Glo*al activity
codes ca" *e used i" all pro3ects +ithi" the e"terprise% EP7 activity codes ca" o"ly
*e used i" pro3ects that *elo"g to a speci)ic EP7, i"cludi"g its su*ordi"ate EP7
"odes, i) a"y% Pro3ect activity codes ca" *e used o"ly i" their desig"ated pro3ect% ,he
EP7 or pro3ect that a" activity code is associated +ith is speci)ied +he" the code is
created%
*ab!e of Bey Acti#ity Co0e A0"inistration E!e"ents
-te" (escription
.avigation !ontrols: E1pa"d Activities a"d select Activit !o#es
- EPS, Activit !o#es - 4lobal, or Activit !o#es - Pro%ect i" the
Enterprise $ata pa"e to co")igure activity codes%
Activit !o#es - 4lobal page: 4" this e1ample, Phase is a glo*al
activity code% 9i(e all activity codes, each o) its values co"tai"s a
short code <ame, Eescriptio", a"d Color% >or e1ample, 4<7,9 is the
4"stallatio" Phase activity code value )or the Phase activity code%
Activit !o#es - EPS page: 4" this e1ample, Co"structio" is a" EP7
activity code% EE7G< is the Eesig" Group activity code value%
Activit !o#es - Pro%ect page: ,his ta* displays a third set o)
activity codes arra"ged *y pro3ect )or use o"ly +ithi" that
pro3ect%
-4+
*ab!e of Bey Acti#ity Co0e Assign"ent E!e"ents
-te" (escription
Phase activit co#e fiel#: 4" this e1ample, the user has added the
Phase activity code )ield to the colum"s i" the ta*le a"d has
assig"ed the 7,0UC 5 7tructural Phase code value to the selected
activity%
!o#es #etail )in#o): Use this detail +i"do+ to assig" glo*al,
EP7, or pro3ect activity codes to the curre"tly selected activity%
Activit 4antt chart: ,he color o) the *ars ca" *e co")igured to
display the correspo"di"g colors o) the assig"ed activity code%
+ars tab of the !ustomi6e Activit 9ie) #ialog bo2: 4" this e1ample, the
Phase activity code +ill determi"e the color o) the *ar i" the Ga"tt chart%
Creating Acti#ity Co0es
Create activity codes to orga"iDe activities i"to groups% &ctivity codes ca" *e o"e
o) three levels: glo*al, EP7, or pro3ect%
,o create activity codes:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Activities a"d clic( Activit !o#es -
EPS, Activit
!o#es - 4lobal, or Activit !o#es - Pro%ect%
F. O" the Activit !o#es - EPS, Activit !o#es - 4lobal, or Activit !o#es -
Pro%ect page, clic( the A## -4"sert. ico"%
-4-
P6 'PPM ser7s /ui&e
a% Move the activity code to the correct locatio" i" the list *y clic(i"g the
Move
-p -CtrlSU. a"d Move $o)n -CtrlSE. arro+s%
*% 4" the .ame )ield, dou*le5clic( a"d type a u"i2ue code%
.ote: Pro3ect5level activity codes must *e u"i2ue across a
pro3ect% E"terprise5level activity codes must *e u"i2ue across
all EP7s% Glo*al activity codes must *e u"i2ue across the
orga"iDatio"%
c% 4" the Ma2imum *ength )ield, dou*le5clic( a"d clic( the up or do+"
arro+ to speci)y pro3ect code value le"gth%
d% 4" the Secure )ield, select the optio" to ma(e the code read5o"ly )or users
+ithout the "ecessary security privileges to ma(e cha"ges%
.ote: Cou ca" desig"ate a" activity code as secure o"ly i) you
have the appropriate security privilege/ other+ise, this optio"
does "ot display%
e% Clic( Save -CtrlS7.%
*ips
&ctivity codes at the same level are si*li"gs% 7u*ordi"ate activity codes are
childre"%
Clic( Move to 4lobal to move a" EP75level or pro3ect5level activity code to a
glo*al5level activity code% Clic( Move to EPS to move a pro3ect5level activity
code to a" EP75level activity code%
4) you are +or(i"g o" the Activit !o#es - Pro%ect page a"d the pro3ect you
"eed is "ot visi*le, clic( Select Pro%ects% 4" the Select Pro%ects dialog *o1,
select a pro3ect )rom the Available Pro%ects list a"d clic( ,1%
Creating Acti#ity Co0e @a!ues
Create activity code values to represe"t variatio"s +ithi" the larger scope o) the
activity code% ,hese values, "ot the activity codes, +ill *e assig"ed to pro3ects% Cou
ca" add code values )or pro3ect5level, EP75level, a"d glo*al activity codes% ,hese
steps represe"t the mi"imum re2uired to create a" activity code value% Cou ca"
co")igure a" activity code value *y modi)yi"g additio"al setti"gs%
,o create activity code values:
A#minister
EPS, Activit
Pro%ect page:
a% 7elect a code%
*% Clic( A## !o#e 9alue%
-42
.ote: ,he code value +ill *e assig"ed to the selected code%
c% Move the activity code value to the correct locatio" i" the list a"d
hierarchical positio" *y clic(i"g the Move -p -CtrlSU., Move $o)n
-CtrlSE., Move *eft -CtrlS&ltS9e)t., a"d Move Right -CtrlS&ltS0ight.
arro+s%
d% 4" the .ame )ield, dou*le5clic( a"d type a code value u"i2ue to that tree
level%
.ote: ,he code value ca""ot e1ceed the Ma2imum *ength
speci)ied *y the activity
code% e% Clic( Save -CtrlS7.%
*ips
&ctivity code values at the same level are si*li"gs% 7u*ordi"ate activity code
values are childre"%
Cou ca" also assig" pro3ect5level activity code values to a" ope" pro3ect% O" the
Pro%ects "avigatio" *ar, clic( Activities% 4" the &ctivity ,a*le, clic( a" activity
a"d the" clic( the !o#es detail +i"do+% 4" the !o#es detail +i"do+, clic(
Assign Activit !o#e 9alue% 4" the Select !o#e 9alue dialog *o1, you ca"
assig" a pree1isti"g code value or add a "e+ code value% ,o assig" a" e1isti"g
code value, select 4lobal, EPS, or Pro%ect a"d select a" activity code value
)rom that level% ,o add a "e+ code value, select a" activity code a"d clic( A##
!o#e 9alue% ,ype a "ame a"d descriptio" a"d clic( !reate%
select a pro3ect )rom the Available Pro%ects list a"d clic( ,1% ,he dialog *o1
o"ly displays the pro3ects you have access to vie+%
,o select multiple pro3ects i" the Select Pro%ects dialog *o1, press the Ctrl
(ey a"d clic( o"e or more pro3ects%
Each time you update the list o) pro3ects o" the Activit !o#es - Pro%ect
page, the applicatio" saves the list o) displayed pro3ects%
Configuring Acti#ity Co0e @a!ues
Co")igure activity code values to re)lect cha"gi"g variatio"s +ithi" the larger scope
o) the activity code%
,o co")igure activity code values:
A#minister
EPS, Activit
Pro%ect page, select a" activity code value%
-43
P6 'PPM ser7s /ui&e
a% 4" the $escription )ield, dou*le5clic( a"d type a *rie) "arrative a*out the
code value%
*% 4" the !olor )ield, dou*le5clic( a"d clic( to cha"ge the color
automatically assig"ed to this value%
c% 4" the !olor dialog *o1, select a color a"d clic( ,1%
.ote: 4" the Ga"tt chart a"d the &ctivity Cale"dar, activity
status sho+" *y activity code +ill display the color you apply
to the activity code value%
B. O" the Activit !o#es page, clic( Save -CtrlS7.%
*ips
&ctivity code values at the same level are si*li"gs% 7u*ordi"ate activity code
values are childre"%
Cou ca" also co")igure activity code values )rom the !o#es detail +i"do+ o" the
Activities page% 4" the !o#es detail +i"do+, dou*le5clic( the !o#e 9alue )ield
)or a" activity code a"d clic( % 7elect a "e+ value )rom the dialog *o1%
select a pro3ect )rom the Available Pro%ects list a"d clic( ,1%
Assigning Acti#ity Co0e @a!ues to Acti#ities
&ssig" activity code values to selected activities to group a"d )ilter
data% ,o assig" activity code values:
methods:
+ith%
F. O" the Activities page, select a" activity a"d clic( the !o#es detail +i"do+%
B. 4" the !o#es detail +i"do+, clic( Assign -4"sert.%
?. 4" the Select !o#e 9alue dialog *o1, assig" code values a"d clic( !lose%
-CtrlS7.%
Creating Acti#ity Co0e @a!ues for Acti#ities
Cou ca" 2uic(ly create activity code values i" the &ctivity Codes detail +i"do+ o) the
&ctivities page%
-44
,o create activity code values i" the &ctivity Codes detail +i"do+:
methods:
+ith%
F. O" the Activities page, select a" activity a"d clic( the !o#es detail +i"do+%
B. 4" the !o#es detail +i"do+, clic( Assign -4"sert.%
?. 4" the Select !o#e 9alue dialog *o1:
a% 7elect the 4lobal, EPS, or Pro%ect optio" )or a list o) activity
codes% *% 7elect a" activity code to +hich you +ill add the value%
c% Clic( A## !o#e 9alue%
6. 4" the A## Activit !o#e 9alue dialog *o1, e"ter a value i" each )ield a"d clic(
!reate%
@. 4" the Select !o#e 9alue dialog *o1:
&ssig" the value to the selected activity a"d clic( !lose%
Or
Clic( !lose%
A. O" the Activities page, clic( the Actions me"u a"d select Save
-CtrlS7.%
*ips
4" the !o#e 9alue )ield, you must e"ter a value that is u"i2ue across the pro3ect%
Cou ca" also create activity code values )rom the Enterprise Pro%ect $ata
dialog *o1 or the A#minister me"u%
About 'antt Charts
& Ga"tt chart is a graphical represe"tatio" o) the duratio" a"d se2ue"ce o) activities
or pro3ects% 4t is use)ul )or pla""i"g, scheduli"g, a"d mo"itori"g progress agai"st a
timeli"e%
Wor%ing with the Acti#ity 'antt Chart
Use the &ctivity Ga"tt chart to vie+ the progressio" a"d relatio"ships o)
activities or pro3ects o" a timeli"e%
4antt chart bars an# activit #ates or #urations
-45
P6 'PPM ser7s /ui&e
Cou ca" easily update dates a"d duratio"s *y resiDi"g or movi"g Ga"tt chart *ars%
8he" you cha"ge *ar positio"s i" a Ga"tt chart, the start a"d )i"ish date colum"s
update automatically to re)lect the "e+ *ar positio"% &)ter movi"g a Ga"tt *ar, +he"
you save your cha"ges, the remai"i"g duratio" is recalculated *ased o" the "e+
dates a"d the activity or pro3ect cale"dar% Gecause this cale"dar is applied +he" you
save, i) you move *ut do "ot resiDe a Ga"tt *ar, the duratio" might shorte" or
le"gthe" *ased o" the cale"dar's "o"+or(time%
.ote: 4) you clic( the ce"ter o) a *ar a"d drag it alo"g the
timescale, you +ill *e prompted to add a Start ,n or After
co"strai"t% 4" the Ga"tt chart, you ca" impose o"ly a Start
,n or After co"strai"t%
!ustomi6ing the 4antt chart
Cou ca" cha"ge the progress li"e optio"s or the timescale )or the Ga"tt chart i" the
!ustomi6e Activit 9ie) dialog *o1%
9ie)ing the 4antt chart
4" the Ga"tt chart, a vertical *lue li"e represe"ts the curre"t data date )or the
pro3ect% ;ertical sightli"es appear at each mi"or i"creme"t -*ottom. o) the
timescale% 6oriDo"tal sightli"es appear at the *ottom o) every )i)th ta*le ro+% ,he
timescale *ac(grou"d is shaded to i"dicate "o"+or(time *ased o" the glo*al
de)ault cale"dar%
Activit highlight
,o 2uic(ly locate the activities you "eed to update, you ca" use the Progress
7potlight )eature, +hich highlights all activities that should have progressed duri"g
a speci)ic time period% ,his time period is de)i"ed *y the smallest i"creme"t o) the
curre"t timescale si"ce the last data date% >or e1ample, i) the curre"t timescale is
set to Mo"th#8ee(, Progress 7potlight highlights all activities that should have
progressed duri"g the +ee( si"ce the data date%
Configuring 'antt Charts
Co")igure the Ga"tt chart to ad3ust activity *egi""i"g a"d )i"ishi"g dates as
+ell as co"strai"ts%
,o co")igure the Ga"tt chart:
methods:
+ith%
-46
F. O" the Activities or EPS page, clic( the 9ie) me"u a"d select 4antt !hart%
B. O" the 4antt chart:
a% ,o resiDe *ars, select a *ar a"d clic( a"d drag the *egi""i"g or e"d o) it to a
"e+ date% -O"ly applica*le o" the Activities page%.
*% ,o )ocus the Ga"tt chart o" a speci)ic time i"terval, dou*le5clic( a year,
2uarter, mo"th, +ee(, or day o" the timescale% ,he Ga"tt chart timescale +ill
e1pa"d or shri"( to sho+ the e"tire time i"terval%
c% ,o e1pa"d a speci)ic area o) the Ga"tt chart, clic( the timescale at the top o)
the Ga"tt chart o"ce -the poi"ter +ill *ecome a dou*le5headed arro+., move
the poi"ter to select the portio" o) the timescale you +a"t to e1pa"d, a"d clic(
agai"% Cou ca" per)orm this step several times%
d% ,o apply a Start ,n or After Activit !onstraint, clic( the middle o) a *ar
a"d drag it alo"g the timescale% -O"ly applica*le o" the Activities page%.
?. O" the Activities or EPS page, clic( the 9ie) me"u a"d select Save
-CtrlS7.%
*ips
,o *ac( out o) a Doom, dou*le5clic( the top *ar o) the timescale%
&)ter resiDi"g or movi"g a Ga"tt *ar, +he" you save your cha"ges, the activity
remai"i"g duratio" is recalculated *ased o" the "e+ dates a"d the activity's
cale"dar% Gecause the cale"dar )or the activity is applied +he" you save, a date
you speci)ied )or a" activity might cha"ge slightly i) it occurs duri"g cale"dar
"o"+or(time% &lso, i) you move, *ut do "ot resiDe, a Ga"tt *ar, the duratio"
might shorte" or le"gthe" *ased o" the activity cale"dar's "o"+or(time%
4) you select the optio" $o not sho) this again i" the Activit !onstraint
dialog *o1, it +ill "ot reappear u"til the "e1t time you log i"%
Cou ca" create or co")igure activity relatio"ships directly i" the 4antt chart%
About Ca!en0ar @iew
,he Cale"dar ;ie+ displays activities i" a mo"thly cale"dar )ormat% Gars o" the
cale"dar represe"t each activity a"d its duratio"%
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P6 'PPM ser7s /ui&e
Wor%ing with the Acti#ity Ca!en0ar
4" additio" to the &ctivity ,a*le )ormat, you ca" also vie+ activities i" a cale"dar
)ormat, i"cludi"g a $a 9ie) detail +i"do+% Cou ca" also i"clude your choice o)
8G7 a"d activity detail +i"do+s i" this alter"ate vie+i"g )ormat%
*he Acti#ity Ca!en0ar @iewing 5or"at
-te" (escription
Activit 9ie): 7elect a" activity vie+ that already i"cludes the
Cale"dar or clic( !alen#ar 9ie)%
!alen#ar Wor' Area: ;ie+ pro3ect activities i" the cale"dar *y
mo"th% Use the co"trols at the top to vie+ the "e1t or previous
mo"th% 4" Cale"dar ;ie+, activity *ars display i" the color speci)ied
+ithi" the "irst +ar sectio" o) the +ars ta* i" the !ustomi6e
Activit 9ie)s dialog *o1, or as the color assig"ed to a" activity
code value% Critical activities display as red *ars% Milesto"es display
as *lac( diamo"ds%
$a 9ie) $etail Win#o): Eou*le5clic( a" activity i" the Cale"dar
;ie+ to see the activities assig"ed to a" i"dividual day% 8he" more
activities are scheduled o" a day tha" ca" *e displayed i" a day o)
Cale"dar ;ie+, a" ellipsis is displayed +ithi" the day%
-4(
-te" (escription
$etail Win#o)s: ,he same 8G7 a"d activity detail +i"do+s are
availa*le +ith a"y activity vie+i"g )ormat% 4" this e1ample, the user
has elected to sho+ the Trace *ogic detail +i"do+ *elo+ the
Cale"dar ;ie+%
About Progress &pot!ight
Progress 7potlight highlights the activities that should have progressed duri"g a
speci)ic time period% & yello+ curtai" is dropped *ehi"d the activities to e"a*le 2uic(
"avigatio" to the activities i" this timeperiod% Use the Progress 7potlight )eature
-;ie+, Progress 7potlight. to highlight activities i" the layout that have started,
progressed, or )i"ished *et+ee" the previous data date a"d the "e+ data date%
About Progress ?ines
& progress li"e is a +ay to graphically trace progress o" activities a"d see ho+ a
pro3ect is per)ormi"g +ith regard to its scheduled deadli"es% 8he" a progress li"e is
dra+" to the le)t o) the data date, the activity is *ehi"d schedule% 8he" a progress
li"e is dra+" to the data date, the activity is o" schedule% 8he" a progress li"e is
dra+" to the right o) the data date, the activity is ahead o) schedule%
Progress li"es ca" *e either progress poi"t li"es or varia"ce li"es% &s a progress
poi"t li"e, the progress li"e sho+s either the remai"i"g duratio" o) a" activity or the
perce"t o) the activity that has *ee" completed% Progress poi"ts are determi"ed *y
calculati"g the di))ere"ce *et+ee" curre"t a"d *aseli"e dates )or each activity, or
*ased o" actual progress determi"ed *y each activity's remai"i"g duratio" or
perce"t complete% &s a varia"ce li"e, the progress li"e ca" represe"t a"
i"co"siste"cy *et+ee" the pla""ed a"d actual start dates or )i"ish dates o) a tas(%
About 'rouping an0 &orting
,o simpli)y the display o) comple1 ta*les o) data, you ca" group ro+s o) similar data
a"d sort the grouped *a"ds as +ell as the data u"der them% Groupi"g helps you
*loc( distracti"g data a"d )ocus o"ly o" the i")ormatio" you "eed% 4t also permits
you to collapse a"d e1pa"d hierarchical arra"geme"ts o) your data rather tha"
"avigate large )lat lists%
'rouping an0 &orting -nfor"ation
Groupi"g a"d sorti"g data helps reduce its visual
comple1ity% ,o group a"d sort data:
1. <avigate to a page supporti"g groupi"g a"d sorti"g%
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P6 'PPM ser7s /ui&e
. 4) availa*le i" a tool*ar, clic( 4rouping a"d select a groupi"g optio"% ,he
e"tries are grouped hierarchically a"d sorted alpha*etically%
F. 4) availa*le i" a tool*ar, clic( 4roup777 to ope" the !ustomi6e 4roupings
dialog *o1%
B. O" the !ustomi6e 4roupings dialog *o1:
a% 4" the *evel 8 >ield list, select the )irst )ield you +a"t to use to group all other
data%
,he availa*le )ields are arra"ged i"to categories that apply to your
speci)ic co"te1t +ithi" the applicatio"%
*% 4" the remai"i"g levels, select additio"al )ields you +a"t to use to )urther
group data empirically%
c% >or each )ield, i" the To *evel list, select ho+ deep the hiearchical
groupi"gs o) each )ield should appear% >or e1ample, i) your pro3ect co"tai"ed
te" levels o) hierarchical 8G7 eleme"ts, e"ter @ here i) you o"ly +a"t to
group all activities *y their top t+o 8G7 values% ,his is use)ul i) you o"ly
+a"t to see tas(s grouped i"to high5level arra"geme"ts, ma(i"g them easier
to sca"% 4"stead o) havi"g to clic( through each "ested level, you might o"ly
*e i"terested i" seei"g activities )or Phase $$ that )all u"der the Plannin"
stage% ,o see activities grouped *y all te" levels, choose 8A or All%
d% >or each )ield, i" the Sort ,r#er list, select ho+ you +a"t the grouped data
*a"ds to *e sorted +he" your groupi"g optio"s are applied%
.ote: Cou ca" clic( a colum" header i" the actual ta*le you
3ust customiDed later to cha"ge the colum" used to sort the
data ro+s u"der each *a"d, *ut the sort order )or the groupi"g
*a"ds themselves is o"ly determi"ed *y your selectio"s i" the
7ort Order list o" the CustomiDe Groupi"gs dialog *o1%
e% Clic( ,1 to close the dialog *o1 a"d apply your groupi"g optio"s to the page
you selected i" step 1%
About Acti#ity wners
Users i" P6 ca" *e desig"ated as activity o+"ers% &" activity o+"er +ho has
Pro3ects module access a"d the re2uired privileges ca" update the status a"d
other details )or their assig"ed activities%
8he" addi"g a" activity to a pro3ect, the activity ca" *e assig"ed a" activity o+"er
or a resource assig"me"t% &ctivity o+"ers are typically used +he" resource
assig"me"ts are "ot used )or reporti"g status o" activities, or +he" o"e perso" is
respo"si*le )or reporti"g )or a team or a cre+% >or e1ample, a co"structio" )orema"
is assig"ed as a" activity o+"er a"d is respo"si*le )or reporti"g status o" the
progress )or the e"tire cre+%
,his )eature ca" *e used i" com*i"atio" +ith 0e)lectio" pro3ects i" P6
Pro)essio"al to e"a*le co"trolled mergi"g o) co"tractor schedules +ith activity
o+"er schedules%
-5+
&ctivity O+"ers ca" report status o" activities i" P6 or i" P6 ,eam Mem*er
applicatio"s% 4) status is reported i" P6 ,eam Mem*er applicatio"s, pro3ect ma"agers
ca" tur" o" ,eam Mem*er status revie+s a"d revie+, update, a"d approve the
activity updates i" P6%
Assigning an Acti#ity wner to an Acti#ity
&ssig" a" activity o+"er to a" activity to desig"ate a user +ho is respo"si*le )or
reporti"g status o" the activity%
,o assig" a" activity o+"er to a" activity:
1. Clic( Pro%ects%
a% 7elect the activity to +hich you +a"t to assig" the activity
o+"er% *% Eou*le5clic( the ,)ner )ield%
B. 4" the Select ,)ner dialog *o1, select a user a"d clic( ,1%
*ips
&" activity o+"er must *e a P6 user +ith Pro3ects module access a"d the
re2uired privileges%
About 2esources
& resource is a"y 2ua"ti)ia*le item i" limited supply a"d o) su))icie"t value to 3usti)y
trac(i"g a"d assig"i"g to speci)ic activities )or a pro3ect% 0esources i"clude ge"eral
or specialiDed la*or, "o"5la*or items such as e2uipme"t, a"d material items such as
*ric(s%
0esources per)orm roles, i) de)i"ed% 0esources are i"directly assig"ed to activities
*y )irst pla""i"g the role re2uired% 4t is also possi*le to directly assig" resources to
activities% >or e1ample, Chris, a level co"tractor +ith the co")irmed s(ills a"d
status, is directly assig"ed to activity !1% 6o+ever, a tech"icia" level B role is
assig"ed to activity !% ,he pro3ect +ill proceed +hile ma"ageme"t determi"es the
*est availa*le resource to )ul)ill this role%
Assigning 2esources to an Acti#ity
Per)orm these steps to assig" o"e or more resources to a"
activity% ,o assig" resources to a" activity:
1. Clic( Pro%ects%
F. O" the Activities page, select the activity to +hich you +a"t to assig" o"e or
more resources a"d clic( the Assignments detail +i"do+%
B. 4" the Assignments detail +i"do+, clic( Assign Resource an# Save
-CtrlS&ltS0.%
-5-
P6 'PPM ser7s /ui&e
?. 4" the Select Resource dialog *o1:
a% 7elect the resource a"d clic( Assign%
*% 7elect a"y additio"al resources "eeded )or the activity a"d clic(
Assign% c% Clic( !lose +he" you are )i"ished%
*ips
8he" assig"i"g resources to activities, the list o) availa*le resources i"cludes
o"ly the resources that *elo"g to your access "ode, *ased o" resource access,
a"d resources +ho are curre"tly assig"ed to the pro3ect%
8he" you assig" a resource to a" activity that does "ot have a"y resource
assig"me"ts, the resource is ide"ti)ied as the primary resource% 4) you
su*se2ue"tly assig" more resources to the same activity, you ca" cha"ge the
primary resource assig"me"t )or the activity *y selecti"g the Primar
Resource optio" )or o"e o) the resources i" the Assignments detail +i"do+%
4) the Primar Resource optio" is "ot displayed i" the Assignments detail
+i"do+, clic( !ustomi6e !olumns, select 4eneral a"d clic( Primar
Resource%
Assigning a 2esource to Mu!tip!e Acti#ities
Per)orm these steps to assig" a resource to multiple activities at o"e
time% ,o assig" a resource to multiple activities:
1. Clic( Pro%ects%
F. O" the Activities page, use !trl?clic' to select o"e or more activities to
+hich you +a"t to assig" a resource%
B. Clic( the Actions me"u a"d select Assign Resource%
a% 7elect the resource a"d clic(
Assign% *% 4) you have a"other
activity to sta)):
1% O" the Activities page, clic( o" the
activity%
% 4" the Select Resource dialog *o1, select the resource a"d clic(
*ips
,o vie+ all resources assig"ed to a" activity, clic( the Assignments detail
+i"do+%
-52
Resource%
Configuring Acti#ity 2esources
Cou ca" co")igure resource i")ormatio" )or activities, i"cludi"g the Pla""ed
U"its#,ime, Pro)icie"cy, or 0ate ,ype )or a resource%
,o co")igure activity resources:
1. Clic( Pro%ects%
F. O" the Activities page, select a" activity a"d clic( the Assignments detail
+i"do+%
B. 4" the Assignments detail +i"do+:
a% 7elect a resource%
*% &dd or remove the colum"s you "eed to co")igure to the detail
+i"do+% c% 7elect a" optio" or e"ter a value )or each )ield%
d% Clic( Appl !hanges -CtrlS7.%
*ips
Cou ca" also co")igure activity resources )rom the ,pen Re;uests for
Resources portlet o) the $ashboar#s page%
Assigning ?ocations to 2esources
&ssig" locatio"s to resources so you ca" report o" resources *y locatio" i" P6
&"alytics% ,o assig" a locatio" to a resource:
1. Clic( Resources%
B. O" the Resources ta*, clic( the 4eneral detail +i"do+%
?. 4" the 4eneral detail +i"do+, clic( i" the *ocation )ield%
9ocatio" colum"%
6. 4" the Select *ocation dialog *o1, select the appropriate locatio" a"d clic(
Assign%
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P6 'PPM ser7s /ui&e
*ips
Cou must have the Edit 0esources glo*al privilege to assig" locatio"s to
resources%
A00ing Acti#ity 2esource Esti"ates
Cou ca" pla" resource usage *y addi"g resource estimates to
activities% ,o add resource estimates:
1. Clic( Pro%ects%
+i"do+%
a% &ssig" a resource or role to the selected activity%
*% &dd the Planne# -nits3Time, Planne# -nits, Planne# !ost, a"d Planne#
$uration
colum"s to the detail +i"do+%
c% 7elect a" optio" or e"ter a value )or each
)ield% d% Clic( Appl !hanges -CtrlS7.%
2e<uesting 2esources for Acti#ities
8he" pla""i"g )or a" activity, you ca" assig" a role to the activity a"d replace that
role +ith the appropriate resource at a later time% ,o assig" a role +ith speci)ic
search criteria, i"cludi"g role pro)icie"cy, resource "ame, a"d resource code, use
the Re;uest Resources )eature%
,o re2uest resources:
1. Clic( Pro%ects%
+i"do+%
B. 4" the Assignments detail +i"do+, clic( Re;uest Resources -CtrlS&ltSK.%
?. 4" the ,pen a re;uest for a resource dialog *o1, e"ter criteria )or the
resource a"d clic( Save%
*ips
,he list o) availa*le resources i"cludes o"ly the resources you have access to,
*ased o" resource security, a"d curre"t pro3ect resources%
Cou must speci)y a Primar Role%
,he resource re2uest criteria is stored a"d availa*le +he" assig"i"g resources to
roles%
,o vie+ resource re2uest criteria, clic( the >es li"( i" the Search !riteria )ield%
-54
&pecifying 2esource Assign"ent 2ates
Cou ca" set rate i")ormatio" )or resources or
roles% ,o speci)y resource assig"me"t rates:
1. Clic( Pro%ects%
F. O" the Activities page, select a" activity i" the ta*le a"d clic( the
Assignments detail +i"do+%
a% &dd the Rate Tpe a"d Rate Source
colum"s% *% 7elect a" optio" )or the type a"d
source%
c% Clic( Appl !hanges -CtrlS7.%
*ips
8he" you save your cha"ges, costs )or the assig"me"t are recalculated *ased o"
the "e+ rate: Cost e2uals U"its times Price#U"it% Cou ca" add the Price3-nit colum"
to the detail +i"do+ to vie+ the price used% ,o ma"ually speci)y a price#u"it, select
,verri#e i" the Rate Source )ield a"d type a value i" the Price3-nit )ield%
Assigning 2esource Cur#es to 2esource or 2o!e Assign"ents fro" the Acti#ities Page
Cou ca" assig" a resource distri*utio" curve to a"y resource or role assig"me"t o"
activities +ith a duratio" type o) >i1ed Euratio" a"d U"its#,ime or >i1ed Euratio" U
U"its% 0esource usage a"d costs are distri*uted eve"ly duri"g a" activity u"less
you speci)y "o"li"ear distri*utio" usi"g curves%
,o assig" a resource curve:
1. Clic( Pro%ects%
F. O" the Activities page, to set the $uration Tpe to "i2e# $uration an#
-nits3Time or "i2e# $uration B -nits, clic( the 9ie) me"u a"d select
!olumns% -4) the $uration Tpe is already set, select a" activity a"d go to step
?%*%.
a% E1pa"d 4eneral i" the Available !olumns
sectio"% *% Eou*le5clic( $uration Tpe%
c% Clic( ,1%
?. O" the Activities page:
a% 7elect "i2e# $uration an# -nits3Time or "i2e# $uration B -nits )rom the
$uration
Tpe list )or the activity +hose curve you +a"t to co")igure%
*% Clic( the Assignments detail +i"do+%
-55
P6 'PPM ser7s /ui&e
.ote: Cou must assig" a resource or role to the activity%
6. 4" the Assignments detail +i"do+, dou*le5clic( the !urve )ield, a"d clic( %
@. 4" the Select !urves dialog *o1, select a curve a"d clic( ,1%
A. O" the Activities page, clic( the Actions me"u a"d select Save
-CtrlS7.%
*ips
4) you assig" a resource curve to a" assig"me"t +ith a ma"ual curve,
the ma"ually5e"tered )uture period values +ill *e over+ritte"%
0esource curves do "ot support e1pe"ses% ,he Accrual Tpe +ill co"ti"ue to
spread the e1pe"ses%
4) the !urve colum" is "ot availa*le, add it to the detail +i"do+%
Cou ca" also assig" resource curves to resource or role assig"me"ts )rom the
Resources Assignments page%
Assigning 2esources to /nstaffe0 Acti#ities
Cou ca" assig" resources to activities that curre"tly have "o
resources% ,o assig" resources to u"sta))ed activities:
1. Clic( Pro%ects%
. O" the Pro%ects "avigatio" *ar, clic( Team -sage%
F. O" the Team -sage page:
a% 4) more tha" o"e pro3ect is ope", select a pro3ect )rom the Select
Pro%ects list% *% Clic( the ,rgani6e# + list a"d select Roles%
c% 4" the le)t pa"e, e1pa"d a pro3ect a"d select a role%
d% 4" the right pa"e, select the Sprea#sheet optio" a"d clic( a pro3ect%
B. 4" the Resources dialog *o1:
a% 7elect the -nstaffe# optio" to display the u"sta))ed activities )or this pro3ect%
*% 7elect the Select optio" )or each u"sta))ed activity to +hich you +a"t to
assig" the same resource%
c% Clic( Assign Resource a"d assig" a resource )rom the dialog
*o1% d% Clic( !lose%
*ips
,he list o) resources you ca" select )rom is determi"ed *y your resource
access privileges a"d i"dividual resource's curre"t pro3ect associatio"%
,o revie+ allocatio" details *e)ore assig"i"g, i" the Select Resource dialog *o1,
select a resource a"d clic( Sho) $etail%
,o save time, you ca" search )or resources +ho meet speci)ic re2uireme"ts%
-56
Cou ca" also assig" resources to activities )rom the Assignments detail +i"do+
o) the Activities page, the ,pen Re;uests for Resources portlet o) a
dash*oard, or the Roles ta* o) the A#ministration page o) the Resources
sectio"%
&earching 2esources
Cou ca" search )or resources to assig" to o"e or more
activities% ,o search resources:
methods:
+ith%
. O" the Pro%ects "avigatio" *ar, clic( Team -sage%
F. O" the Team -sage page:
a% 4) more tha" o"e pro3ect is ope", select a pro3ect )rom the Select
Pro%ects list% *% Clic( the ,rgani6e# + list a"d select Roles%
c% 4" the le)t pa"e, e1pa"d a pro3ect a"d select the role that the resource must
*e a*le to )ill%
d% 4" the right pa"e, select the Sprea#sheet display optio" a"d select the
pro3ect that co"tai"s the activities to +hich you +a"t to assig" resources%
B. 4" the Resources dialog *o1:
a% 7elect the -nstaffe# an# Staffe# optio" to sho+ all availa*le activities
i" that pro3ect%
*% 7elect the Select optio" )or the activities to +hich you +a"t to assig"
resources a"d clic( Search%
c% 4" the $e5ne Search !riteria sectio", speci)y search criteria%
d% 4" the $e5ne Sort !riteria sectio", speci)y criteria to sort the resources%
.ote: Cou must select Sort results b availabilit to
e"a*le the optio"s i" this sectio"%
e% Clic( Save as Template i) you +ould li(e to use this criteria as a template
i" the )uture%
)% Clic( Run Search to display the resources that match these
re2uireme"ts% g% 4" the list o) Resource Search Results:
4) you )i"d a desira*le resource, select the Select optio" )or the
resource a"d clic( Assign Resource%
4) you did "ot )i"d a desira*le resource, clic( Search a"d *egi" the
search agai"%
-5"
P6 'PPM ser7s /ui&e
h% 8he" you are )i"ished, close the Resources dialog *o1%
*ips
,o search usi"g a template, clic( Select Template i" the Resources dialog
*o1 a"d select a template )rom the dialog *o1%
,o retur" to the resource sta))i"g list, clic( Resource Staffing i" the
Resources dialog *o1%
Cou ca" also search resources )rom the Resource Search !riteria page o) the
,pen
Re;uests for Resources portlet o) the $ashboar#s page%
4" the search criteria, i) you speci)y a primary role a"d "o other role, o"ly those
resources +ho are availa*le a"d are assig"ed that primary role +ill *e i"cluded i"
the search results% ,o )i"d all availa*le resources +ho have the speci)ied role
assig"ed, eve" i) it is "ot their primary role, leave the primary role te1t e"try *o1
*la"( a"d type the role you +a"t to search )or i" the seco"d te1t e"try *o1 o) the
role criteria sectio"%
About the 2eca!cu!ate Assign"ent Costs 5eature
8he"ever a"y o) the )ive -?. possi*le price per u"it values cha"ges )or a resource or
role already assig"ed to activities, ru" the +ecalculate Assi"nment Costs )eature%
,his )eature recalculates a"y cha"ged assig"me"t costs%
Cou should also ru" this )eature duri"g scheduli"g or leveli"g *ecause dates +ill
cha"ge a"d resources might *e usi"g time varyi"g rates% ,his mea"s their activities
ca" shi)t i"to periods +ith di))ere"t eJective prices% ,here)ore, the costs +ould have
to *e recalculated%
,he +ecalculate Assi"nment Costs )eature o"ly applies to curre"tly ope" pro3ects%
,his provides pro3ect ma"agers +ith co"trol over recalculati"g costs o"ly +he"
prices have cha"ged%
8he" a"other user cha"ges prices )or resources or roles, P6 +ill display a
message i"dicati"g that the +ecalculate Assi"nment Costs )eature should *e
ru" i" order )or pro3ect assig"me"ts to use the "e+ values%
,his )eature ca" *e ru" at a"y time )rom the &ctivities page or scheduled as a
service%
2eca!cu!ating Assign"ent Costs
0ecalculate assig"me"t costs to update price per time values o" activities% ,his
e"sures that pro3ect costs re)lect a"y updates%
,o recalculate assig"me"t costs:
methods:
+ith%
-5(
*% Clic( the Actions me"u a"d select Run Recalculate Assignment
!osts%
B. 4" the Recalculate Assignment !osts dialog *o1:
a% -Optio"al. 7elect the Snchroni6e ,vertime "actor optio" to
sy"chro"iDe the overtime )actor de)i"ed )or each resource +he"
recalculati"g costs%
*% Clic( Recalculate%
*ips
8he" activity dates cha"ge, ru" Recalculate Assignment !osts to update
resource costs *ased o" the "e+ dates%
Configuring 2esource ?e#e!ing ptions an0 Priorities
9evel resources i" your pro3ect schedules to e"sure that resource dema"d does "ot
e1ceed resource availa*ility% ,o ha"dle scheduli"g co")licts that might occur duri"g
leveli"g, you ca" add priorities that speci)y +hich pro3ect or activity is leveled )irst%
Ge)ore leveli"g, co")igure the optio"s a"d priorities speci)ied i" the steps *elo+%
,o co")igure resource leveli"g optio"s a"d priorities:
1. Clic( Pro%ects %
F. O" the EPS page, clic( the 9ie) me"u a"d select !olumns%
B. 4" the !ustomi6e !olumns dialog *o1, e1pa"d the 4eneral sectio" i" the
Available !olumns list a"d dou*le5clic( Pro%ect *eveling Priorit to add it
to the Selecte# !olumns list a"d clic( ,1%
?. O" the EPS page:
a% E"ter a value i" the Pro%ect *eveling Priorit )ield )or each pro3ect%
.ote: E"ter a value )rom 1, the highest priority, to 1!!, the
lo+est% ,he de)ault is 1!%
6. O" the Pro%ects "avigatio" *ar, clic( Activities%
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@. O" the Activities page, clic( the 9ie) me"u a"d select !olumns%
A. 4" the !ustomi6e !olumns dialog *o1, e1pa"d the 4eneral sectio" i" the
Available !olumns list a"d dou*le5clic( Activit *eveling Priorit to add it
9. O" the Activities page:
a% E"ter a value i" the Activit *eveling Priorit )ield o"ly )or those activities
that re2uire a speci)ic cha"ge to their leveli"g priority% >or e1ample, a
.ormal activity might *ecome a Top priority%
*% Clic( the Actions me"u a"d select Run *eveler777
-7hi)tS>9.%
1!. 4" the *evel Resources dialog *o1, clic( the ,ptions ta*%
11. O" the ,ptions ta*:
a% 7elect the !onsi#er assignments in other pro%ects )ith priorit e;ual
or higher than optio" a"d select a value )rom the list to i"clude i" the
leveli"g process pro3ects that are "ot curre"tly ope", *ut that do )it the
re2uired priority level%
*% 7elect or clear the Preserve sche#ule# earl an# late #ates optio" to
determi"e i) the leveli"g process ca" alter activity dates or "ot% 4) you select
this optio", co")igure the optio"s it e"a*les%
c% 7elect or clear the Recalculate assignment costs )hen leveling optio"
to determi"e i) the applicatio" should automatically recalculate assig"me"t
costs i) they are a))ected *y the leveli"g%
d% 7elect the $ispla leveling log upon completion optio" i) you +ould li(e
to see a summary o) activities delayed *y leveli"g a"d e1ceptio"s made )or
critical activities%
e% 4" the *eveling Priorities sectio", speci)y priorities that +ill *e used to level
the activities% &dd priorities i" the order i" +hich you +a"t the applicatio" to
co"sider them% >or each priority you add, repeat the )ollo+i"g steps:
1% Clic( A##%
% 4" the "iel# .ame list, select Pro%ect *eveling Priorit, Activit
*eveling Priorit, or a"other )ield%
F% 4" the Sort ,r#er list, select Ascendin", Descendin", or, )or some )ields,
*ierarch%
1. 4" the *evel Resources dialog *o1, clic( the Resources ta*%
1F. O" the Resources ta*, select a" optio" a"d clic( Save%
.ote: 4) you select Selecte# Resources, add resources to the
Selecte# Resources list )rom the Available Resources list%
*ips
Cou ca""ot edit the Pro%ect *eveling Priorit o) a pro3ect i) you do "ot have the
appropriate security privileges or i) the pro3ect is chec(ed out or ope"ed
e1clusively *y a"other user%
-6+
?e#e!ing Pro$ect 2esources
9evel o"e or more pro3ects +he"ever the re2uired shared or critical resources have
limited supply or availa*ility or to ge"erally (eep resource usage at a co"sta"t level%
>or e1ample, +he" a resource has *ee" assig"ed to more tha" o"e activity duri"g
the same time period, level the pro3ects to elimi"ate pote"tial resource over5
allocatio"% 4" short, resource leveli"g re5distri*utes +or( amo"g other availa*le
resources%
,o level resources i" o"e or more pro3ects:
methods:
+ith%
F. O" the Activities page, clic( the Actions me"u a"d select
Run *eveler777
-7hi)tS>9.%
B. 4" the *evel Resources dialog *o1:
a% 7elect the ,ptions ta* to co")igure resource leveli"g optio"s a"d set
optio"al leveli"g priorities to speci)y +hich assig"me"ts are leveled )irst
+he" a co")lict e1ists%
*% 7elect the Resources ta* to speci)y +hich resources should *e
leveled% c% -Optio"al. Clic( Save to save your setti"gs a"d close the
dialog *o1%
d% Clic( *evel%
*ips
Usi"g the Pro%ect Sche#ule# Services page, you ca" co")igure scheduled
services to have the applicatio" level resources automatically%
About the Chec% 2esource #era!!ocation &er#ice
Pro3ect ma"agers a"d resource ma"agers "eed a +ay to easily ide"ti)y resource
*ottle"ec(s that could 3eopardiDe the outcome o) a pro3ect% ,he Chec( 0esource
Overallocatio" service provides a" e))icie"t +ay to ide"ti)y a"d resolve
overallocated resources%
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,he Chec( 0esource Overallocatio" service ge"erates a report listi"g all resources
assig"ed to activities i" the pro3ects ope" i" your curre"t vie+ +ho have e1ceeded
capacity )or the selected time period% Cou ca" edit the resource assig"me"ts
directly i" the report or )rom the Activities page or Resource Assignments page%
.ote: ,emplate pro3ects, 0e2uested pro3ects, a"d 8hat5i)
7ce"ario pro3ects are "ot i"cluded i" the Chec( 0esource
Overallocatio" service%
-62
Wor%ing with the Chec% 2esource #era!!ocation &er#ice
Use the Chec( 0esource Overallocatio" service to ide"ti)y resources that
are overallocated duri"g a speci)ied time period%
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P6 'PPM ser7s /ui&e
*ab!e of Chec% 2esource #era!!ocation &er#ice E!e"ents
-te" (escription
Cou i"itiate the Chec( 0esource Overallocatio" service )rom the Actions
me"u o" the Activities page%
,he Pu*lish Pro3ect service ru"s o" all pro3ects ope" i" your vie+ to
e"sure the latest pro3ect data is used +he" calculati"g resource
utiliDatio"% 4) a resource is assig"ed to a pro3ect that is "ot ope" i" the
curre"t vie+, the resource data as o) the last pu*lish pro3ect ru" date
is used%
,o vie+ the status o) the Chec( 0esource Overallocatio" service,
clic( 9ie) Service Status o" the Actions me"u to ope" the
Service Status dialog *o1%
,he results o) the Chec( 0esource Overallocatio" service are
displayed i" the the .oti5cations pa"el% Clic( the .otifications
*utto" to vie+ the pa"el% 4) a" overallocatio" is ide"ti)ied, you ca"
clic( o" the message
te1t to ope" the ,verallocation Report%
Cou ca" ma(e updates directly to this report, i"cludi"g reassig"i"g
resources, cha"gi"g assig"me"t dates, updati"g u"its, or updati"g
the remai"i"g time#u"its%
Chec%ing for an0 2eso!#ing #era!!ocate0 2esources
0u" the Chec( 0esource Overallocatio" service to ide"ti)y +here resource
dema"d e1ceeds availa*ility%
.ote: ,emplate pro3ects, 0e2uested pro3ects, a"d 8hat5i)
7ce"ario pro3ects are "ot i"cluded i" the Chec( 0esource
Overallocatio" service%
,o ru" the Chec( 0esource Overallocatio" service:
1. Clic( Pro%ects%
F. O" the Activities page, clic( the Actions me"u a"d select Run !hec'
Resource
,verallocation777%
B. 4" the !hec' Resource ,verallocation dialog *o1:
a% 7elect a date to *egi" the overallocatio" chec(%
.ote: ,he service chec(s )rom the *egi""i"g o) the +ee(% 4)
you did "ot select the )irst day o) the +ee(, the service +ill
automatically *egi" o" the )irst day o) the selected +ee(%
-64
*% 7elect the "um*er o) mo"ths to i"clude i" the overallocatio"
chec(% c% Clic( Run%
,he results o) the Chec( 0esource Overallocatio" service are displayed i" the
.otifications pa"el a)ter the service has ru"%
?. 4" the )ooter, clic( the .otifications *utto"%
6. 4" the .oti5cations pa"el, i) overallocatio"s e1ist, clic( o" the overallocated
resources message%
@. 4" the ,verallocation Report dialog *o1, revie+ the time periods a"d the
activities +here the overallocatio" occurs% Cou ca" ma(e ad3ustme"ts directly
o" the report%
.ote: ,he allocatio" data )or pro3ects "ot ope" i" the curre"t
vie+ is represe"ted as Pro5ects4 Other Pro5ects i" the report%
*ips
Enable Publication must *e tur"ed o" )or all pro3ects you +a"t to i"clude i"
the Chec( 0esource Overallocatio" service ru"% O" the EPS page, select a
pro3ect, clic( the Actions me"u a"d select Set Pro%ect Preferences777%
Clic( Services a"d select Enable Publication%
,o chec( the status o) the Chec( 0esource Overallocatio" service, o" the
Activities
page, clic( the Actions me"u a"d select 9ie) Service Status%
4) !hec' Resource ,verallocation is "ot e"a*led, either:
"o"e o) the pro3ects i" your vie+ have Enable Publication tur"ed o", or
the Enable Publish Pro%ects applicatio" setti"g is "ot e"a*led%
Co"tact your admi"istrator%
About 2esource Assign"ents
,he 0esources &ssig"me"ts area e"a*les you to vie+ a customiDed list o) resource
or role assig"me"ts *ased o" the )ilters you assig" to the vie+% Usi"g this vie+, you
ca" a"alyDe assig"me"t u"it a"d cost values a"d ma(e a"y "ecessary modi)icatio"s
to the assig"me"t data% Cou ca" also vie+ u"it a"d cost values i" a spreadsheet
*ased o" a speci)ied timescale usi"g the Usage spreadsheet% 4" additio", you ca"
e1te"d your customiDed vie+ *y displayi"g the Ga"tt chart, +hich is a graphical
display o) the start a"d e"d dates )or the resource assig"me"ts%
Assigning 2esources to an Acti#ity
Per)orm these steps to assig" o"e or more resources to a"
activity% ,o assig" resources to a" activity:
1. Clic( Pro%ects%
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F. O" the Activities page, select the activity to +hich you +a"t to assig" o"e or
more resources a"d clic( the Assignments detail +i"do+%
B. 4" the Assignments detail +i"do+, clic( Assign Resource an# Save
-CtrlS&ltS0.%
a% 7elect the resource a"d clic( Assign%
*% 7elect a"y additio"al resources "eeded )or the activity a"d clic(
*ips
Resource%
Configuring Acti#ity 2esources
Cou ca" co")igure resource i")ormatio" )or activities, i"cludi"g the Pla""ed
U"its#,ime, Pro)icie"cy, or 0ate ,ype )or a resource%
,o co")igure activity resources:
1. Clic( Pro%ects%
+i"do+%
a% 7elect a resource%
d% Clic( Appl !hanges -CtrlS7.%
*ips
Cou ca" also co")igure activity resources )rom the ,pen Re;uests for
-66
2e<uesting 2esources for Acti#ities
8he" pla""i"g )or a" activity, you ca" assig" a role to the activity a"d replace that
role +ith the appropriate resource at a later time% ,o assig" a role +ith speci)ic
search criteria, i"cludi"g role pro)icie"cy, resource "ame, a"d resource code, use
the Re;uest Resources )eature%
,o re2uest resources:
1. Clic( Pro%ects%
+i"do+%
B. 4" the Assignments detail +i"do+, clic( Re;uest Resources -CtrlS&ltSK.%
?. 4" the ,pen a re;uest for a resource dialog *o1, e"ter criteria )or the
resource a"d clic( Save%
*ips
,he list o) availa*le resources i"cludes o"ly the resources you have access to,
*ased o" resource security, a"d curre"t pro3ect resources%
Cou must speci)y a Primar Role%
,he resource re2uest criteria is stored a"d availa*le +he" assig"i"g resources to
roles%
,o vie+ resource re2uest criteria, clic( the >es li"( i" the Search !riteria )ield%
&pecifying 2esource Assign"ent 2ates
Cou ca" set rate i")ormatio" )or resources or
roles% ,o speci)y resource assig"me"t rates:
1. Clic( Pro%ects%
F. O" the Activities page, select a" activity i" the ta*le a"d clic( the
Assignments detail +i"do+%
a% &dd the Rate Tpe a"d Rate Source
colum"s% *% 7elect a" optio" )or the type a"d
source%
c% Clic( Appl !hanges -CtrlS7.%
*ips
8he" you save your cha"ges, costs )or the assig"me"t are recalculated *ased o"
the "e+ rate: Cost e2uals U"its times Price#U"it% Cou ca" add the Price3-nit colum"
to the detail +i"do+ to vie+ the price used% ,o ma"ually speci)y a price#u"it, select
,verri#e i" the Rate Source )ield a"d type a value i" the Price3-nit )ield%
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P6 'PPM ser7s /ui&e
A00ing Acti#ity 2esource Esti"ates
Cou ca" pla" resource usage *y addi"g resource estimates to
activities% ,o add resource estimates:
1. Clic( Pro%ects%
+i"do+%
a% &ssig" a resource or role to the selected activity%
*% &dd the Planne# -nits3Time, Planne# -nits, Planne# !ost, a"d Planne#
$uration
colum"s to the detail +i"do+%
c% 7elect a" optio" or e"ter a value )or each
)ield% d% Clic( Appl !hanges -CtrlS7.%
About 2o!es
0oles represe"t perso""el 3o* titles or s(ills "eeded to e1ecute pro3ects% &rchitect,
ge"eral la*orer, 2uality assura"ce tester, a"d e"gi"eer are all e1amples o) possi*le
roles% Cou ca" create a sta"dard set o) roles that you the" assig" to la*or a"d "o"5
la*or resources a"d activities )or all pro3ects i" the orga"iDatio"% Cou ca" esta*lish
a" u"limited "um*er o) roles a"d orga"iDe them i" a hierarchy )or easier
ma"ageme"t a"d assig"me"t% ,he set o) roles you assig" to a" activity de)i"es the
activityPs s(ill re2uireme"ts% Cou ca" also de)i"e multiple price per u"it rates a"d
u"it per time limits )or each role to accurately pla" )uture costs a"d allocatio"%
Cou ca" assig" o"e or more roles to i"dividual resources% 8he" you assig" roles to
a resource, you also i"dicate their pro)icie"cy i" that role a"d ide"ti)y +hich role is
their primary role% & primary role is the mai" role the resource is curre"tly
per)ormi"g% ,he pro)icie"cy level descri*es the resource's s(ill level i" that role%
>or e1ample, 'oe is a resource a"d )ills the role o) *oth so)t+are e"gi"eer a"d
ma"ager% 6e has *ee" a so)t+are e"gi"eer )or ! years a"d is 0 1 Master i" that
role/ ho+ever, his primary role is ma"ager, +hich he has *ee" )or ? years a"d his
pro)icie"cy level is /1 -2illed%
&ssig" roles to activities as you +ould resources duri"g pro3ect schedule a"d cost
pla""i"g% 8he" your pla"s are )i"aliDed, you ca" replace roles +ith resources,
*ased o" each activityPs role a"d s(ill re2uireme"ts%
Assigning 2o!es to an Acti#ity
&ssig" roles to a" activity to sho+ +hich roles are "eeded to per)orm the +or(
re2uired )or a" activity% Per)orm these steps to assig" o"e or more roles to a"
activity%
,o assig" roles to a" activity:
1. Clic( Pro%ects%
-6(
Activities%
+i"do+%
B. 4" the Assignments detail +i"do+, clic( Assign Role an# Save
-CtrlS&ltSO.%
?. 4" the Select Role dialog
*o1:
a% 7elect a role a"d clic( Assign%
*% 0epeat )or a"y additio"al roles you +a"t to assig" to the
activity% c% Clic( !lose +he" you are )i"ished%
*ips
,he Assignments detail +i"do+ e"a*les you to see all resources a"d roles
assig"ed to a"y activity% Cou ca" also assig" roles to a" activity )rom the Actions
me"u o" the
Activities page%
Assigning a 2o!e to Mu!tip!e Acti#ities
&ssig" roles to a" activity to sho+ +hich roles are "eeded to per)orm the +or(
re2uired )or a" activity% Per)orm these steps to assig" a role to multiple activities at
o"e time%
,o assig" a role to multiple activities:
1. Clic( Pro%ects%
F. O" the Activities page, use !trl?clic' to select o"e or more activities to
+hich you +a"t to assig" a role%
B. Clic( the Actions me"u a"d select Assign Role%
?. 4" the Select Role dialog *o1:
a% 7elect the role a"d clic(
Assign% *% Clic( !lose%
*ips
8he" the Select Role dialog *o1 is ope", you ca" clic( o" a"y activity o" the
Activities page to assig" a role%
,o vie+ all roles a"d resources assig"ed to a" activity, select the activity, the"
clic( the Assignments detail +i"do+%
Configuring Acti#ity 2o!es
Cou ca" co")igure role i")ormatio" )or
activities% ,o co")igure activity roles:
1. Clic( Pro%ects%
+i"do+%
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a% 7elect a role%
?. 4" the Assignments detail +i"do+, clic( Appl !hanges -CtrlS7.%
*ips
Cou ca" also co")igure activity roles )rom the ,pen Re;uests for Resources
portlet o) the
$ashboar#s page%
About E3penses
E1pe"ses are "o"5resource costs associated +ith a pro3ect a"d assig"ed to a
pro3ectPs activities% &" e1pe"se is typically a o"e5time e1pe"diture )or "o"5
reusa*le items% E1pe"ses are pro3ect5speci)ic a"d "ot time5*ased% 7ome e1amples
i"clude )acilities, travel, co"sulti"g, a"d trai"i"g% Each e1pe"se has a" actual,
remai"i"g, a"d at completio" value )or *oth cost a"d u"its that is either *udgeted
or pla""ed%
E1pe"se categories classi)y a"d sta"dardiDe e1pe"ses, a"d orga"iDe a"d mai"tai"
your e1pe"se i")ormatio"%
Creating E3penses
Create e1pe"ses to sho+ costs that you e1pect each activity to
accrue% ,o create e1pe"ses:
methods:
+ith%
F. O" the Activities page, select a" activity a"d clic( the E2penses detail +i"do+%
B. 4" the E2penses detail +i"do+:
a% Clic( A## E2pense Item -4"sert.%
*% E"ter a "ame i" the E2pense Item )ield%
-CtrlS7.%
Configuring E3penses
Co")igure e1pe"ses to update costs associated +ith a" activity%
-"+
,o co")igure e1pe"ses:
methods:
+ith%
a% 7elect a" e1pe"se%
*% &dd or remove colum"s as "eeded to co")igure to the detail
-CtrlS7.%
Configuring Auto Co"pute Actua!s for E3penses
Cou ca" co")igure auto compute actuals )or activity
e1pe"ses% ,o co")igure auto compute actuals:
methods:
+ith%
a% 7elect a" e1pe"se item%
*% 7elect the Auto !ompute Actuals optio" i" the Auto !ompute Actuals
colum"%
-CtrlS7.%
*ips
4) the Auto !ompute Actuals colum" is "ot displayed, add it to the detail +i"do+%
About 5ee0bac%
>eed*ac( is the e1cha"ge o) activity5speci)ic "otes *et+ee" team mem*ers% <otes
are added to activities either to or )rom the resource%
-"-
P6 'PPM ser7s /ui&e
A00ing 5ee0bac%
&dd )eed*ac( to or )rom a" activity resource )or selected
activities% ,o add )eed*ac(:
methods:
+ith%
F. O" the Activities page, select the activity a*out +hich you +a"t to add
)eed*ac( a"d clic( the "ee#bac' detail +i"do+%
B. 4" the "ee#bac' detail +i"do+:
4) you are the resource, clic( the )ield u"der "ee#bac' from
Resources, e"ter )eed*ac(, a"d clic( A##%
4) you are "ot the resource, clic( the )ield u"der .otes to Resources,
e"ter )eed*ac(, a"d clic( A##%
-CtrlS7.%
*ips
O"ce added, )eed*ac( ca""ot *e modi)ied%
&"yo"e +ith rights to vie+ the activity ca" read the )eed*ac(%
A00ing the New 5ee0bac% Co!u"n
&dd the <e+ >eed*ac( colum" to act as a visual cue +he" there are "e+ "otes i" the
>eed*ac( detail +i"do+%
,o add the )eature )eature:
methods:
+ith%
F. O" the Activities page, clic( the 9ie)me"u a"d select !olumns%
a% E1pa"d Timesheet "ee#bac' i" the Available !olumns list a"d dou*le5
clic( .e)
"ee#bac' to add it to the Selecte# !olumns list%
-"2
*% Clic( ,1%
Ac%now!e0ging 5ee0bac%
&c("o+ledge )eed*ac( you receive to sho+ that you have see" comme"ts a*out
a" activity% 4) the .e) "ee#bac' colum" is "ot visi*le, add it to your ta*le or
Ga"tt chart%
,o ac("o+ledge )eed*ac(:
methods:
+ith%
a% 7elect the activity +ith "e+ )eed*ac(% -,he "e+ .e) "ee#bac' colum"
optio" +ill *e selected%.
*% Clic( the "ee#bac' detail +i"do+ to read a"d respo"d to the
)eed*ac(% c% Clear the optio" to ac("o+ledge you have read the
)eed*ac(%
*ips
,he message is displayed +ith the timestamp +he" the "ote +as se"t a"d the
"ame o) the se"der%
About Acti#ity Progress
&" activity's status is a *rie) represe"tatio" o) its progress or co"ditio" at a"y give"
time% &" activity's status might i"clude its duratio", *egi""i"g a"d e"di"g dates,
perce"t complete, u"its a"d costs, a"d associated co"strai"ts% ,eam mem*ers
should periodically update the status o) their assig"ed activities i" order )or their
pro3ect ma"agers to ade2uately assess *oth i"dividual a"d overall progress%
/p0ating the Progress of Acti#ities /sing P6
Update status to de)i"e perce"t complete a"d start a"d )i"ish
dates% ,o update status:
methods:
+ith%
-"3
P6 'PPM ser7s /ui&e
B. 4" the 4eneral detail +i"do+, i" the Status sectio":
a% 7elect or clear the Starte# a"d "inishe# optio"s%
*% 4) you select a" optio", clic( a"d select a date )rom the
cale"dar% c% E"ter a perce"tage i" the Activit : !omplete )ield%
-CtrlS7.%
About (uration *ypes
Euratio" type is the *asis )or estimati"g a" activity's completio" time% 4t
determi"es +hether the schedule, resource availa*ility, or costs are most importa"t
+he" updati"g activities% ,he duratio" type applies o"ly +he" you have at least
o"e resource assig"ed to the activity% 7elect o"e o) the )ollo+i"g duratio" types
*ased o" +hich )actor is most importa"t -least )le1i*le. i" pla""i"g your pro3ect:
>i1ed Euratio" U U"its#,ime, >i1ed Euratio" U U"its, >i1ed U"its#,ime, or >i1ed
U"its%
"i2e# $uration B -nits3Time or "i2e# $uration B -nits: 4"dicate that the
schedule is a limiti"g )actor i" your pro3ect% ,he activity's duratio" does "ot
cha"ge regardless o) the "um*er o) resources assig"ed +he" you modi)y or
update activities% Cou usually select o"e o) these duratio" types +he" you are
usi"g tas(5depe"de"t activities% 8he" you update the remai"i"g duratio" )or the
activity, you ca" select to calculate either the remai"i"g u"its or the u"its per
timeperiod% ,he duratio" type e"a*les you to co"trol +hich varia*les o) a"
e2uatio" are calculated +he" you cha"ge a value%
4) you +a"t to recalculate the remai"i"g u"its a"d (eep the u"its#time )or the
resource co"sta"t, select >i1ed Euratio" U U"its#,ime% ,he applicatio" uses
the e2uatio": 0emai"i"g U"its V U"its#,ime 1 0emai"i"g Euratio"% >or
e1ample, i) a resource is assig"ed to a" activity )or A hours#day )or ? days, the
remai"i"g u"its or +or( is calculated as B! hours%
4) i"stead you +a"t to (eep the remai"i"g u"its co"sta"t a"d recalculate the
u"its#time, select >i1ed Euratio" U U"its% ,he applicatio" uses the e2uatio":
U"its#,ime
V 0emai"i"g U"its#0emai"i"g Euratio"% >or e1ample, i) a resource is assig"ed to
+or(
B! hours i" ? days, the u"its#time is calculated as A hours#day%
"i2e# -nits3Time: 4"dicates that resource availa*ility is the most critical aspect
o) your pro3ect% 4" this case, the u"its#time or rate o) the resource remai"s
co"sta"t, eve" i) the activity's duratio" or +or( eJort cha"ges% Cou most o)te"
use this duratio" type +he" you are pla""i"g resource5depe"de"t activities%
-"4
"i2e# -nits: 4"dicates that the *udget -u"its or cost. is a limiti"g )actor/ that is,
the total amou"t o) +or( is )i1ed% 8he" you update activities, the +or( eJort
re2uired to complete the activity does "ot cha"ge, eve" i) the activity's duratio"
or the resource rate cha"ges% ,ypically, you +ould use this type i" co"3u"ctio"
+ith
resource5depe"de"t activities% 4"creasi"g resources ca" decrease the
activity duratio"%
Wor%ing with (uration *ypes
$uration tpe
options
Euratio" type determi"es +hether the schedule, resource availa*ility, or cost is
most i")le1i*le +he" calculatio"s are per)ormed to re)lect activity progress%
Euratio" type a))ects update calculatio"s o"ly +he" resources are assig"ed to
a" activity%
Choose a duratio" type *ased o" +hich )actor is the most importa"t, or least
)le1i*le, i" pla""i"g your pro3ect%
4) schedule is most importa"t, choose "i2e# $uration an# -nits3Time or
"i2e#
$uration an# -nits%
4) resource availa*ility is most importa"t, choose "i2e# -nits3Time%
4) total +or( eJort or )i1ed costs are most importa"t, choose "i2e# -nits%
About Constraints
Co"strai"ts are recog"iDed real5+orld restrictio"s that a))ect pro3ect per)orma"ce%
&"y )actor that pote"tially delays +he" a" activity ca" *e scheduled is a co"strai"t%
,he most typical co"strai"ts are date restrictio"s% Co"strai"ts ca" apply to the
e"tire pro3ect or o"ly to i"dividual activities a"d ca" eve" re)lect e1ter"al pro3ect
re2uireme"ts that ca""ot *e *uilt i"to the "et+or( logic% 7ome e1amples o)
co"strai"ts are: must )i"ish *y -pro3ect5level co"strai"t. a"d start o" or a)ter
-activity5level co"strai"t.%
Wor%ing with Acti#ity Constraints
P6 supports the )ollo+i"g types o) activity co"strai"ts:
Start ,n: 4mposes the speci)ic start date you select% ,he 7tart O" co"strai"t ca"
delay a" activity's early start or move )or+ard a" activity's late start to satis)y the
co"strai"t date%
Start ,n or +efore: Ee)i"es the latest date a" activity ca" start% ,his co"strai"t
o"ly aJects late dates a"d ca" decrease total )loat% 8he" calculati"g a schedule, P6
imposes the start o" or *e)ore co"strai"t i" the *ac(+ard pass o"ly i) the calculated
late start date +ill *e later tha" the imposed date%
Start ,n or After: Ee)i"es the earliest date a" activity ca" *egi"% ,his co"strai"t
a))ects o"ly early dates% 8he" calculati"g a schedule, P6 imposes the start o" or
a)ter co"strai"t i" the )or+ard pass o"ly i) the calculated early start date +ill *e
earlier tha" the imposed date%
-"5
P6 'PPM ser7s /ui&e
"inish ,n: 4mposes the speci)ic )i"ish date you select% ,he >i"ish O" co"strai"t ca"
delay a" activity's early )i"ish or move )or+ard a" activity's late )i"ish to satis)y the
co"strai"t date%
"inish ,n or +efore: Ee)i"es the latest time a" activity ca" )i"ish% ,he )i"ish o"
or *e)ore co"strai"t a))ects o"ly late dates%
"inish ,n or After: Ee)i"es the earliest date a" activity ca" )i"ish% ,he )i"ish o"
or a)ter co"strai"t reduces )loat to coordi"ate parallel activities, e"suri"g that the
)i"ish o) a" activity is "ot scheduled *e)ore the speci)ied date% 4t is usually applied
to activities +ith )e+ predecessors that must )i"ish *e)ore the "e1t phase o) a
pro3ect%
As *ate As Possible: 4mposes a restrictio" o" a" activity +ith positive )loat to allo+
it to start as late as possi*le +ithout delayi"g its successors% 8he" calculati"g a
schedule, P6 sets the activity's early dates as late as possi*le +ithout a))ecti"g
successor activities% ,his optio" disa*les the cale"dar ico"%
Man#ator Start: 4mposes the early a"d late start dates you select% P6 uses the
ma"datory early start date regardless o) its eJect o" "et+or( logic% & ma"datory
early start date could a))ect the late dates )or all activities that lead to the
co"strai"ed activity a"d all early dates )or the activities that lead )rom the
co"strai"ed activity%
Man#ator "inish: 4mposes the early a"d late )i"ish dates you select% P6 uses the
ma"datory )i"ish date regardless o) its eJect o" "et+or( logic% ,his co"strai"t
a))ects the late dates )or all activities that lead to the co"strai"ed activity a"d all
early dates )or the activities that lead )rom the co"strai"ed activity%
About -ssues
4ssues are perceived pro*lems +ithi" a schedule that re2uire atte"tio" or
corrective actio"% 8he" you create them i" the &ctivities sectio", you ca"
associate them +ith a si"gle pro3ect or +or(group a"d assig" them to a
respo"si*le ma"ager i" the OG7 )or )ollo+5up *ased o" priority% Cou ca" also
associate issues +ith a si"gle activity% 8he" addi"g "e+ issues to a pro3ect or
+or(group, you ca" co"trol the i")ormatio" you capture )or each "e+ issue% Cou
ca" choose to receive e5mail "oti)icatio"s +he" "e+ issues o) a certai" priority are
added, +he" e1isti"g issues are modi)ied, or +he" issues are assig"ed a speci)ic
issue code%
Cou ca" also thi"( o) issues as impedime"ts, actio" items, ope" items, pu"ch lists,
logs, or co"cer"s% Over time, i) you do "ot resolve or close ope" issues or issues
placed o" hold, they ca" *ecome ris(s%
4ssue codes e"a*le you to orga"iDe a"d categoriDe issues i" a +ay that is mea"i"g)ul
to you% >or e1ample, you ca" create a" issue code titled -everit, a"d su*se2ue"tly
create issue code values: *i"h, Medium, a"d ,ow% Cou ca" assig" each o) these code
values to issues across multiple pro3ects, e"a*li"g you to categoriDe each issue
accordi"g to ho+ severe it is% 7imilarly, you ca" create codes to categoriDe issues *y
respo"si*ility, su*pro3ect, or a"y other classi)icatio" you re2uire to orga"iDe issues%
&ssig"i"g issue codes e"a*les you to 2uic(ly search )or a"d vie+ issues accordi"g to
speci)ic criteria%
-"6
Creating Acti#ity -ssues
Create activity issues to ide"ti)y pro*lems that must *e addressed *e)ore a pro3ect
ca" *e completed%
,o create activity issues:
methods:
+ith%
F. O" the Activities page, select a" activity a"d clic( the Issues detail +i"do+%
.ote: ,o create a pro3ect or 8G7 issue, select a pro3ect or
8G7 i" place o) a" activity%
B. 4" the Issues detail +i"do+:
a% Clic( A## Issue -4"sert.%
*% E"ter or select a value )or the Issue .ame, Priorit, Status, a"d
Responsible
Manager )ields%
-CtrlS7.%
*ips4
Cou ca""ot add a" issue to a pro3ect that is chec(ed out or loc(ed%
,he applicatio" automatically "ames the issue New $ssue% Update the issue so it
has a u"i2ue "ame%
Configuring Acti#ity -ssues
Co")igure activity issues to accou"t )or cha"ges si"ce the last update o" the
issue% ,o co")igure activity issues:
methods:
+ith%
F. O" the Activities page, select a" activity a"d clic( the Issues detail +i"do+%
-""
P6 'PPM ser7s /ui&e
.ote: ,o co")igure a pro3ect or 8G7 issue, select a pro3ect or
B. 4" the Issues detail +i"do+:
a% 7elect a" issue%
-CtrlS7.%
About Noteboo%s
& "ote*oo( is a"other "ame )or a log or *i"der o) electro"ic details a*out a"
activity, 8G7, pro3ect, or EP7 eleme"t% &ll the "otes users e"ter or paste i"to the
"ote*oo(, i"cludi"g e5mail messages, +e* li"(s, ta*les, a"d other e"tries, share a
si"gle commo" theme called a "ote*oo( topic% 7ee About 2oteboo3 Topics -o"
page 1@A.%
Wor%ing with Noteboo%s
<ote*oo( topics are created *y the admi"istrator o" the Enterprise $ata page o)
the A#minister me"u% ,hese topics are the" assig"ed to activity, 8G7, pro3ect, or
EP7 "ode "ote*oo(s%
About Noteboo% *opics
<ote*oo( topics help multiple users apply a commo" theme or la*el to shared
i")ormatio" a*out a" activity, 8G7, pro3ect, or EP7 eleme"t such as its purpose,
completio" i"structio"s, or other help)ul "otes% >or e1ample, you might copy a" e5
mail message, a +e* li"(, a ta*le o) o*servatio"s, a"d a series o) te1t "otes i"to a
"ote*oo( topic called 3ud"et +ecommendations to capture the o"goi"g cost
impacts o) a recurri"g pro3ect%
Assigning Noteboo% *opics
Eepe"di"g o" the page you are +or(i"g o", you ca" assig" "ote*oo( topics to
a selected pro3ect or activity%
,o assig" a "ote*oo( topic to a pro3ect:
1. Clic( Pro%ects%
F. O" the EPS page, select a pro3ect or EP7 "ode a"d clic( the .oteboo's
detail +i"do+%
B. 4" the .oteboo's detail +i"do+, clic( Assign -4"sert.%
-"(
?. 4" the Select .oteboo' Topic dialog *o1, select a "ote*oo( topic, clic( Assign,
the"
!lose%
6. O" the EPS page, clic( the Actions me"u a"d select Save -CtrlS7.%
*ips
Cou ca" also create "ote*oo( topic descriptio"s% 4" the .oteboo's detail
+i"do+, dou*le5clic( the $escription )ield a"d clic( -*ro+se.% E"ter a
descriptio" i" the dialog *o1%
Cou ca" also assig" "ote*oo( topics to activities )rom the .oteboo's detail
+i"do+ o) the Activities page or the Activit $etails page o) the ,pen
Re;uests for Resources portlet o) the $ashboar#s page%
About 2e!ationships
& relatio"ship de)i"es ho+ a" activity relates to the start or )i"ish o) a"other activity
or assig"me"t% &" activity ca" have as ma"y relatio"ships as "ecessary to model
the +or( that must *e do"e% ,hese relatio"ships are used together +ith activity
duratio"s to determi"e schedule dates% 0elatio"ships ca" also e1ist *et+ee"
activities i" di))ere"t pro3ects/ this type o) relatio"ship is re)erred to as a" e1ter"al
relatio"ship%
&ctivities that are depe"de"t o" o"e a"other are ("o+" as predecessors a"d
successors, +here the )irst activity is the predecessor a"d the seco"d is the
successor% Get+ee" these t+o types o) activities, there are )our possi*le
relatio"ship types:
"inish to Start: ,he successor activity ca""ot start u"til its predecessor
)i"ishes% "inish to "inish: ,he successor activity ca""ot )i"ish u"til its
predecessor )i"ishes% Start to Start: ,he successor activity ca""ot start
u"til its predecessor starts%
Start to "inish: ,he successor activity ca""ot )i"ish u"til its predecessor starts%
& permitted modi)icatio" to these logical relatio"ships is called lag% 9ag values ca"
*e positive "um*ers -a delay, slo+er, deceleratio" o) progress. or "egative
"um*ers -lead time, )aster, acceleratio" o) progress.% >or e1ample, i" a >i"ish to
7tart relatio"ship, i) you speci)y a te"5day lag -S1!., the successor activity ca""ot
start u"til te" days a)ter the predecessor has )i"ished% 9i(e+ise, i) you speci)y a
"egative te"5day lag -Z1!., the successor activity could start te" days *e)ore the
related predecessor activity )i"ishes%
About 2e!ationship ?ines
0elatio"ship li"es graphically illustrate the li"(s *et+ee" activities i" Ga"tt charts
a"d &ctivity <et+or(s% 8hether the relatio"ship li"e is co""ected to the *egi""i"g
or e"d o) a" activity *ar determi"es the type o) relatio"ship% 7ee About
Relationships -o" page
1@9. )or more i")ormatio" o" relatio"ships%
-"1
P6 'PPM ser7s /ui&e
Creating Acti#ity 2e!ationships
Create activity relatio"ships to sho+ i"terdepe"de"cies *et+ee"
activities% ,o create a" activity relatio"ship:
methods:
+ith%
a% Clic( the 9ie) me"u a"d select 4antt !hart%
*% Clic( the 9ie) me"u a"d select Sho) Relationship *ines%
.ote: 4) =i#e Relationship *ines is displayed i" the
9ie) me"u, the li"es are already set to sho+% E1it the me"u
a"d retur" to the 4antt chart%
c% 0ight5clic( the *ar to +hich you +a"t to assig" a relatio"ship a"d clic( !reate
Relationship%
.ote: Cour cursor +ill *ecome a cross%
d% 8ith the cross, clic( the *egi""i"g or e"d o) the *ar a"d the" clic( the
*egi""i"g or e"d o) the *ar you +a"t to relate%
.ote: 8here you clic( each *ar determi"es the type
o) relatio"ship% 7ee About Relationships -o" page
1@9.%
e% Clic( the Actions me"u a"d select Save -CtrlS7.%
*ips
Cou ca" scroll through the 4antt chart +hile your cursor is a cross to )i"d a
related *ar%
,o delete a relatio"ship, right5clic( the relatio"ship li"e a"d select $elete
Relationship%
4) multiple pro3ects are ope", you ca" create e1ter"al relatio"ships%
Cou ca" also vie+ or co")igure e1isti"g predecessor or successor relatio"ships,
)rom the Pre#ecessors or Successors detail +i"do+s%
Configuring Acti#ity 2e!ationships
Co")igure activity relatio"ships to ad3ust i"terdepe"de"cies *et+ee" di))ere"t
activities%
,o co")igure activity relatio"ships:
-(+
methods:
+ith%
a% Clic( the 9ie) a"d select 4antt !hart%
*% Clic( the 9ie) me"u a"d select Sho) Relationship *ines%
.ote: 4) =i#e Relationship *ines is displayed i" the
9ie) me"u, the li"es are already set to sho+% E1it the me"u
a"d retur" to the 4antt chart%
c% 0ight5clic( the relatio"ship li"e o) the relatio"ship you +a"t to co")igure a"d
clic(
E#it
Relationship%
B. 4" the E#it Relationship dialog *o1, co")igure the relatio"ship type a"d lag a"d
clic(
,1%
-CtrlS7.%
*ips
Cou ca" also co")igure predecessor a"d successor relatio"ships )rom the
Pre#ecessor
a"d Successor detail +i"do+s%
Assigning Pre0ecessor 2e!ationships
Cou ca" assig" predecessor relatio"ships to the activities i" a
pro3ect% ,o assig" a predecessor relatio"ship:
methods:
+ith%
F. O" the Activities page, select a" activity to +hich you +a"t to assig" a
predecessor a"d clic( the Pre#ecessors detail +i"do+%
B. 4" the Pre#ecessors detail +i"do+, clic( Assign -4"sert.%
?. 4" the Select Pre#ecessor Activit dialog *o1, assig" activities a"d clic( !lose%
-CtrlS7.%
-(-
P6 'PPM ser7s /ui&e
*ips
Cou ca" assig" relatio"ships to multiple activities at o"e time% 7elect multiple
activities usi"g !trl?clic' or Shift?clic'% 0ight5clic( the selected activities a"d
select *in' Selecte# Activities% Gased o" their se2ue"ce i" the vie+, the
applicatio" creates "inish to Start relatio"ships *et+ee" selected activities%
,hat is, a "inish to Start relatio"ship is applied *et+ee" the )irst a"d seco"d
activity, *et+ee" the seco"d a"d third activity, a"d so o"% 4) a" activity pair
already has a" "inish to Start relatio"ship, the applicatio" tries, i" tur", to
apply each o) the other relatio"ship types, i) possi*le% Other+ise, "o relatio"ship
is applied to the pair%
8he" selecti"g a predecessor or successor activity, you ca" choose )rom
activities i" the ope" pro3ects o"ly%
Configuring Pre0ecessor 2e!ationships
Co")igure predecessor relatio"ships to de)i"e lag or relatio"ship
type% ,o co")igure predecessor relatio"ships:
methods:
+ith%
F. O" the Activities page, select a" activity +hose predecessor relatio"ships you
+a"t to co")igure a"d clic( the Pre#ecessors detail +i"do+%
B. 4" the Pre#ecessors detail +i"do+:
a% 7elect a relatio"ship%
*% &dd or remove colum"s as "eeded to co")igure to the detail
-CtrlS7.%
*ips
Cou ca" also co")igure activity relatio"ships )rom the Ga"tt chart%
Assigning &uccessor 2e!ationships
Cou ca" assig" successor relatio"ships to the activities i" your
pro3ect% ,o assig" a successor relatio"ship:
methods:
+ith%
-(2
F. O" the Activities page, select a" activity to +hich you +a"t to assig"
successors a"d clic( the Successors detail +i"do+%
B. 4" the Successors detail +i"do+, clic( Assign -4"sert.%
?. 4" the Select Successor Activit dialog *o1, assig" activities a"d clic( !lose%
-CtrlS7.%
*ips
Cou ca" assig" relatio"ships to multiple activities at o"e time% 7elect multiple
activities usi"g !trl?clic' or Shift?clic'% 0ight5clic( the selected activities a"d
select *in' Selecte# Activities% Gased o" their se2ue"ce i" the vie+, the
applicatio" creates "inish to Start relatio"ships *et+ee" selected activities%
,hat is, a "inish to Start relatio"ship is applied *et+ee" the )irst a"d seco"d
activity, *et+ee" the seco"d a"d third activity, a"d so o"% 4) a" activity pair
already has a" "inish to Start relatio"ship, the applicatio" tries, i" tur", to
apply each o) the other relatio"ship types, i) possi*le% Other+ise, "o relatio"ship
is applied to the pair%
8he" selecti"g a predecessor or successor activity, you ca" choose )rom
activities i" the ope" pro3ects o"ly%
Configuring &uccessor 2e!ationships
Co")igure successor relatio"ships to de)i"e lag or relatio"ship
type% ,o co")igure successor relatio"ships:
methods:
+ith%
F. O" the Activities page, select a" activity +hose successor relatio"ships you
+a"t to co")igure a"d clic( the Successors detail +i"do+%
B. 4" the Successors detail +i"do+:
a% 7elect a relatio"ship%
*% &dd or remove colum"s as "eeded to co")igure the detail
-CtrlS7.%
-(3
P6 'PPM ser7s /ui&e
*ips
Cou ca" also co")igure activity relatio"ships )rom the Ga"tt chart%
About 2is%s
0is(s are a"y u"certai" eve"ts or co"ditio"s that, i) they occur, have a positive or
"egative eJect o" pro3ect o*3ectives% 0is(s are also ("o+" as threats, +ar"i"gs,
imperatives, escalatio" "otices, or 3eopardies% Positive ris(s are o)te" classi)ied as
opportu"ities +hich, i) they occur, are realiDed as re+ards% ,horough docume"tatio"
a"d a"alysis o) ris(s over multiple pro3ects o))er lesso"s, a"d pote"tially cost a"d
time savi"gs, )or all )uture pro3ects%
Wor%ing with Pro$ect 2is%s
,he ris( register o" the Ris's page is the mai" area o) the applicatio" +here you
ide"ti)y a"d ma"age ris(s )or a pro3ect% &dditio"ally, you ca" add ris(s to a pro3ect
)rom the EPS page, a"d add ris(s to a pro3ect a"d assig" the ris(s to activities )rom
the Activities page%
O"ce you add a ris( to the ris( register, you ca" per)orm )urther a"alysis o" the
ris( a"d create o"e or more ris( respo"se pla"s +hich i"clude activities to reduce
the "egative impact o) the ris(% 7ee About Ris3 Response Plans -o" page 69.%
*ab!e of Pro$ect 2is%s E!e"ents
-te" (escription
Ris's
toolbar
-(4
-te" (escription
Ris's )or' area: 0is(s )or all the pro3ects you have ope" display i"
the ris( register% Cou ca" group *y )ield "ame, such as pro3ect "ame,
to vie+ all ris(s orga"iDed *y pro3ect, or create a )ilter to vie+ o"ly
the ris(s that i"terest you%
8he" addi"g a ris( to the ris( register, you supply a "ame )or the
ris(, ide"ti)y the ris( as a threat or a" opportu"ity, ide"ti)y the curre"t
status o) the ris(, ide"ti)y the o+"er o) the ris(, a"d the" assig" the
values )or pro*a*ility, schedule, cost, a"d a"y other applica*le user5
de)i"ed impacts% ,he values )or pro*a*ility, schedule, cost, a"d
additio"al
user5de)i"ed impacts are used to calculate the ris( score% ,he values
)or pro*a*ility a"d cost are used to calculate ris( e1posure%
.ote: 4) the Probabilit, !ost, a"d Sche#ule
)ields are disa*led, a ris( scor"i"g matri1 has "ot
*ee" assig"ed to the pro3ect% Cou ca" still use
the ris( register to trac( your ris(s/ ho+ever, you
ca""ot use the 2ualitative ris( a"alysis )eatures
i" the applicatio" u"til you create a ris( scori"g
matri1 a"d assig" it to the pro3ect%
Ris's #etail )in#o)s:
Response Plans: ,he area +here you add respo"se pla"s a"d
respo"se pla" actio" items% 7ee 'or3ing (ith Ris3 Response
Plans -o" page @!.%
Activities: ,he area +here you associate scheduled activities i"
your pro3ect to a" ide"ti)ied ris(% 0e)er to the e1ample a*ove to
see a list o) the pro3ect activities impacted *y ris( 0!!1: Co"crete
supply co"strai"ed%
$escription: ,he area used to provide a detailed e1pla"atio" o) the ris(%
!ause: ,he area used to e1plai" +hy this ris( is occurri"g%
Effect: ,he area used to descri*e the impact this ris( has o" this pro3ect%
.otes: ,he area used to capture a"y additio"al i")ormatio"
regardi"g the ris(%
Probabilit an# Impact $iagram: ,he Pro*a*ility a"d 4mpact
Eiagram -P4E. is a graphical represe"tatio" o) the pro*a*ility a"d
impact thresholds assig"ed to the ris( scori"g matri1 associated +ith
the pro3ect%
-(5
P6 'PPM ser7s /ui&e
Assigning a 2is% to an Acti#ity
&ssig" a ris( to a" activity to e1plicitly ide"ti)y the activity impacted *y the ris(%
Cou ca" assig" a ris( to a" activity +hile you are addi"g pro3ect ris(s o" the Ris's
page or +hile ma"agi"g your activities o" the Activities page%
,o assig" a ris( to a" activity )rom the 0is(s page:
1. Clic( Pro%ects%
. O" the Pro%ects "avigatio" *ar, clic( Ris's%
F. O" the Ris's page, clic( a ris(%
B. Clic( the Activities detail +i"do+ a"d clic( Assign Activities %
?. O" the Select Activit dialog *o1:
a% 7elect a" activity a"d clic( Assign%
*% 7elect a"y additio"al activities impacted *y the ris( a"d clic(
6. O" the Ris's page, clic( Save -CtrlS7.%
,o assig" a ris( to a" activity )rom the &ctivities page:
1. Clic( Pro%ects%
F. O" the Activities page, select the activity you +a"t to assig" a ris(%
B. O" the Ris's detail +i"do+, clic( Assign -4"sert.%
?. O" the Select Ris' dialog *o1:
a% 7elect a ris( a"d clic(
6. O" the Activities page, clic( Save -CtrlS7.%
About &teps
7teps ma(e it possi*le to descri*e a"d report progress )or activity +or( at a gra"ular
level *y *rea(i"g a" activity i"to its compo"e"t parts%
7teps ca" have a step +eight that 2ua"ti)ies the portio" o) a" activity's total +or(
that each step represe"ts% O" a pro3ect per pro3ect *asis, you ca" use step +eights
to calculate &ctivity Perce"t Complete% >or e1ample, three steps are assig"ed to a"
activity/ the )irst step has a +eight o) , a"d the seco"d a"d third steps each have a
+eight o) 1% 8he" you mar( the )irst step -+eight o) . as complete, the perce"t
complete is ?!% 8he" you mar( the )irst a"d seco"d steps complete, the perce"t
complete is @?% 8he" all three steps are mar(ed complete, the perce"t complete is
1!!%
-(6
Wor%ing with Acti#ity &teps
=o) can I use activit stepsC
&ctivity steps ma(e it possi*le to descri*e a"d report progress )or activity +or( at a
more gra"ular level o) detail% 4) you have privileges to edit activities, you ca" add
i"dividual steps to activities, or you ca" add prede)i"ed groups o) steps *ased o"
templates that have *ee" de)i"ed )or your orga"iDatio"% Cou ca" speci)y a +eight )or
each step to sho+ ho+ much +or( )or the activity is co"tai"ed i" a step%
Activit step templates
7tep templates e"a*le a" orga"iDatio" to de)i"e groups o) steps that ca" *e shared
*y ma"y pro3ects% Gy creati"g templates )or groups o) activity steps that are
releva"t i" ma"y pro3ects, a" orga"iDatio" ca" streamli"e data e"try a"d e"sure
that +or( is ide"ti)ied co"siste"tly throughout the orga"iDatio"%
4" P6, +he" addi"g steps to a" activity, you ca" choose )rom a list o) availa*le
templates% Cou ca" use more tha" o"e template, *ut you ca" add steps )rom o"ly
o"e template at a time%
4) you use a template to add steps to a" activity, you ca" edit the step details *ut
"ot the step "ame%
Weighte# activit steps
,o i"dicate the portio" o) activity +or( that a si"gle step represe"ts, you ca"
assig" it a "umerical value, or +eight% O"ce +or( )or a step is u"der+ay, Primavera
ca" use the step +eight a"d the reported progress o) step +or( --tep Percent
Complete. to calculate the perce"tage o) total +or( that has *ee" completed )or
the activity -Activit Percent Complete.%
Creating Acti#ity &teps
Create steps to *rea( activities do+" i"to their compo"e"t
parts% ,o create steps:
methods:
+ith%
F. O" the Activities page, select a" activity you +a"t to *rea( do+" i"to smaller
parts a"d clic( the Steps detail +i"do+%
B. 4" the Steps detail +i"do+, repeat the )ollo+i"g )or each step you +a"t to add to
the activity:
-("
P6 'PPM ser7s /ui&e
a% Clic( A## Activit Step -4"sert.%
*% E"ter a value i" the Step .ame, Step : !omplete, a"d Step Weight )ields%
-CtrlS7.%
*ips
Cou ca" also create steps o" the Activit $etails page o) the ,pen Re;uests for
Configuring Acti#ity &teps
Co")igure steps to sho+ perce"t complete a"d to give a descriptio" o) the
step% ,o co")igure steps:
methods:
+ith%
F. O" the Activities page, select a" activity a"d clic( the Steps detail +i"do+%
B. 4" the Steps detail +i"do+, repeat the )ollo+i"g )or each step you "eed to
co")igure:
a% 7elect a step%
*% &dd the colum"s you "eed to co")igure to the detail +i"do+ i) they are
"ot already availa*le, or hide colum"s, i) "ecessary%
c% 7elect a" optio" or e"ter a value )or each )ield%
-CtrlS7.%
*ips
7elect the !omplete# optio" i) the step is )i"ished%
Cou ca" also co")igure steps )rom the Activit $etails page o) the ,pen
Re;uests for
About &tep *e"p!ates
7tep templates e"a*le you to de)i"e a group o) steps commo" to multiple activities,
a"d the" assig" the template to diJere"t activities% Gy creati"g templates )or groups
o) activity steps that are releva"t i" ma"y pro3ects, a" orga"iDatio" ca" streamli"e
data e"try a"d e"sure that +or( is ide"ti)ied co"siste"tly throughout the
orga"iDatio"%
-((
A00ing Acti#ity &teps fro" a &tep *e"p!ate
&dd steps )rom a step template to add a group o) prede)i"ed steps to a"
activity% ,o add steps )rom a step template to a" activity:
methods:
+ith%
F. O" the Activities page, select a" activity a"d clic( the Steps detail +i"do+%
B. 4" the Steps detail +i"do+, clic( A## from Template -CtrlS&ltS7.%
?. 4" the Select Activit Step Template dialog *o1, assig" templates a"d clic(
!lose%
-CtrlS7.%
*ips
7tep templates are created o" the Enterprise $ata or Enterprise Pro%ect $ata
page%
About ?ocations
& locatio" is a geographical re)ere"ce de)i"ed *y a pair o) coordi"ates/ lo"gitude
a"d latitude%
,o create a locatio", you ca" e"ter its coordi"ates directly or e"ter a street address
a"d allo+ P6 to )i"d the lo"gitude a"d latitude )or you%
&ssig" locatio"s to pro3ects, activities, a"d resources so you ca" later use P6
&"alytics to produce po+er)ul, i"teractive, graphical reports *ased o" geographical
locatio"% 4" P6
&"alytics you ca" drill do+" to vie+ data *y cou"try, regio" or city% ,his ca" ma(e it
easier to sho+ large amou"ts o) data i" a relatively small area% Gecause the
data is sho+" graphically, it also ma(es it easier )or you to see tre"ds a"d
relatio"ships%
Cou ca" also sort the &ctivities, EP7 or 0esources vie+s *y locatio" a"d ca" group
a"d )ilter *y locatio" i" the &ctivities a"d EP7 vie+s% ,he assig"me"ts vie+ ca""ot
*e grouped or )iltered *y locatio"%
Assigning ?ocations to Acti#ities
&ssig" locatio"s to activities so that you ca" report o" activities *y locatio" i" P6
&"alytics%
,o assig" a locatio":
methods:
-(1
P6 'PPM ser7s /ui&e
+ith%
9ocatio" colum"%
Assign%
-CtrlS7.%
*ips
Cou must have the &dd#Edit &ctivities E1cept 0elatio"ships pro3ect privilege to
assig" locatio"s to activities%
About *race ?ogic
,race logic provides a graphical display o) depe"de"cy relatio"ships )or a" activity%
Cou ca" step )or+ard or *ac(+ard through a se2ue"ce o) activities to )ocus o"
predecessor a"d successor relatio"ships%,his alter"ative vie+i"g )ormat e"a*les you
to e1ami"e a path o) relatio"ships +hile still vie+i"g the e"tire pro3ect%
,race logic provides visual cues to help you read the diagram% ,he selected activity
is highlighted i" *lue% &ctivity *o1es +ith a red *order represe"t critical activities%
&ctivity *o1es to the le)t o) the selected activity are predecessors% &ctivity *o1es to
the right are successors% 7olid li"es represe"t drivi"g relatio"ships, +hile dashed
li"es represe"t
"o"5drivi"g relatio"ships%
Cou ca" ma"age activity relatio"ships usi"g the detail +i"do+s or Ga"tt chart o"
the &ctivities page% 8he" multiple pro3ects are ope", you ca" eve" add
relatio"ships *et+ee" activities i" diJere"t pro3ects% Cou ca" vie+ activity
relatio"ships i" the ,race 9ogic detail +i"do+ o" the &ctivities page% Cou ca" use
,race 9ogic to determi"e +hy a" activity is scheduled at a particular time% 4t also
helps a"s+er 2uestio"s such as:
8ere a"y o) a" activity's predecessors delayedR
Eo a"y predecessors or successors have a" o*solete co"strai"tR
&re t+o activities that should *e li"(ed start to start curre"tly li"(ed )i"ish to
startR
-1+
8hy is there "egative )loatR
@iewing 2e!ationships with *race ?ogic
Use trace logic to )ollo+ activity relatio"ships throughout a
pro3ect% ,o vie+ relatio"ships +ith trace logic:
methods:
+ith%
F. O" the Activities page, select a" activity a"d clic( the Trace *ogic detail
+i"do+%
B. 4" the Trace *ogic detail +i"do+:
a% ,he selected activity is sho+" +ith its predecessor a"d successor activities%
*% Clic( a"other activity i" the detail +i"do+ to see its co""ectio"s to
predecessor a"d successor activities%
c% Clic( Pan a"d clic( a"d drag the detail +i"do+ co"te"ts%
d% Clic( Trace *ogic ,ptions -CtrlSC. to co")igure the "um*er o)
predecessor a"d successor levels sho+"%
*ips
Clic( the top edge o) the Trace *ogic detail +i"do+ a"d drag up+ard to ma(e
the +i"do+ larger%
About 9u0gets
Gudgets help you trac( the total estimated e))ort or 2ua"tity o) resources or
materials a"d the cash )lo+ re2uired to complete a pro3ect% Ge)ore a pro3ect starts,
the resource#cost ma"ager, alo"g +ith the operatio"s e1ecutive, program ma"ager,
a"d pro3ect ma"ager, determi"e scope a"d *udget re2uireme"ts, a"d set these
high5level *udget estimates at the EP7 level% &s re2uireme"ts cha"ge, resource a"d
)i"a"cial support are ad3usted to compe"sate )or those cha"ges% ,he i"dividuals
i"volved i" pro3ect pla""i"g, )u"di"g, a"d )i"a"cial support ca" estimate their
*udgets )rom the top do+" a"d log cha"ges to the *udget at a"y time )rom as early
as the pro3ect pla""i"g stage to +ell a)ter the pro3ect is u"der+ay% P6 trac(s these
cha"ges, +hile retai"i"g the origi"al amou"ts%
-1-
P6 'PPM ser7s /ui&e
Gudget cha"ge logs help you (eep trac( o) *udget alteratio"s as they occur% ,he
!urrent +u#get )ield -origi"al *udget plus approved *udget cha"ges. a"d
Propose# +u#get )ield -origi"al *udget plus approved a"d pe"di"g *udget
amou"ts. i"corporate cha"ges so you have up5to5date a"d accurate *udget
i")ormatio" )or each EP7 "ode or pro3ect% ,hese logs also provide a clear i"dicatio"
o) the +ho, +hat, +he", +here, a"d +hy *ehi"d the approved or de"ied re2uest%
Cha"ge amou"ts are "ot i"corporated i" the curre"t *udget u"til these amou"ts
have a" Approve# status% O"ly authoriDed pro3ect participa"ts ca" issue *udget
cha"ges a"d mar( them as approved% Cou ca" post a cha"ge amou"t as Pen#ing/
the program ma"ager o) the a))ected EP7 "ode, or the pro3ect ma"ager o) the
a))ected pro3ect, must the" mar( the amou"t as Approve# or .ot Approve#% P6
recalculates the "e+ *udgeted amou"t a"d ad3usts the curre"t *udget *ased o"
approved cha"ges to the log%
Wor%ing with 9u0gets
Esta*lish *udget estimates duri"g the pla""i"g stage, the" re)i"e them as pro3ects
progress% Eocume"t *udget cha"ges as they occur, a"d the" use these cha"ges to
calculate the latest *udgeted amou"ts )or the pro3ect% Cou ca" also record mo"thly,
2uarterly, or yearly spe"di"g o) *udgeted )u"ds, trac( the curre"t a"d u"distri*uted
varia"ce amou"ts, a"d roll up the mo"thly spe"di"g pla" o) each pro3ect i" a *ra"ch
to its higher EP7 "odes%
P6 )acilitates a top5do+" *udgeti"g approach to cost ma"ageme"t% ,he
resource#cost ma"ager or other perso" respo"si*le )or ma(i"g decisio"s a*out
pro3ect lau"ches ge"erally esta*lishes high5level *udget estimates% ,hese estimates
are set )or each EP7 eleme"t% Pro3ect ma"agers distri*ute the *udgets to the
pro3ects )or +hich they are respo"si*le i" each EP7 eleme"t, as sho+" i" the
)ollo+i"g e1ample%
-12
O"ce *udget estimates are set at the EP7 level, you ca" esta*lish a mo"thly
spe"di"g pla" to (eep trac( o) cash )lo+ )or each "ode a"d pro3ect%
*ab!e of Bey 9u0get E!e"ents
-te" (escription
EPS Page: <avigate to the EPS page i" the Pro%ects sectio"%
+u#get fiel#s: CustomiDe the EP7 ta*le *y selecti"g the colum"s
availa*le u"der the +u#get category% Cou ca" also co")igure a" EP7
vie+ +ith these setti"gs )or easy retrieval +he" "eeded i" the )uture%
Select a pro%ect: 7elect a pro3ect or EP7 eleme"t a"d the" clic( the
+u#get *og detail +i"do+%
+u#get *og #etail )in#o): 4" this detail +i"do+, set the ,riginal
+u#get% &s the pro3ect li)e cycle co"ti"ues, trac( *udget cha"ges
+ithi" this same detail +i"do+%
-13
P6 'PPM ser7s /ui&e
Estab!ishing 9u0gets
Cou ca" esta*lish *udget estimates duri"g the pla""i"g stage, the" re)i"e them as
pro3ects progress% 7tart at the EP7 level a"d +or( do+" through pro3ects a"d their
8G7 eleme"ts% ,his is ("o+" as per)ormi"g top1down )ud"etin"%
>ollo+ the steps *elo+ to set up the total *udget )or each EP7 "ode i" the hierarchy
)irst, the" e"ter the applica*le portio" o) the total *udgeted amou"t to each pro3ect
i" the "odePs *ra"ch% O"ce these i"itial total amou"ts are e"tered, you ca" start
apportio"i"g a"ticipated mo"thly spe"di"g amou"ts per pro3ect% P6 the" tallies the
amou"ts )or the pro3ects so you ca" (eep trac( o) the total spe"di"g pla" a"d assess
the varia"ce *et+ee" this total a"d the curre"t *udget% ,his process is o"goi"g
throughout the pro3ect li)e cycle% Close to the completio" o) the pro3ect, you ca"
*etter determi"e pro)ita*ility% ,he retur" o" i"vestme"t -0O4. value ca" *e used as a
gauge +he" determi"i"g +hether a pro3ect o) this type should *e u"derta(e" i" the
)uture%
,o esta*lish *udgets i" a top5do+" approach:
1. Clic( Pro%ects%
. O" the Pro3ects "avigatio" *ar, clic( EPS%
F. O" the EPS page:
a% 7elect a" EP7 eleme"t%
*% Clic( the +u#get *og detail +i"do+%
B. 4" the +u#get *og detail +i"do+:
a% 4" the ,riginal +u#get )ield, e"ter the origi"al *udget i" u"its o)
curre"cy% *% Clic( A## -4"sert. to add a *udget log li"e item%
c% 4" the Amount )ield, e"ter a curre"cy value%
d% 4" the Status list, select a value% 7elect Pendin" to add the amou"t to the
Propose# +u#get total% 7elect Approved to add the amou"t to the !urrent
+u#get% 7elect Not Approved to (eep o"ly a record o) the *udget cha"ge li"e
item%
?. O" the EPS page, clic( the Actions me"u a"d select Save -CtrlS7.%
6. 0epeat these steps +ith the )ollo+i"g variatio"s:
a% O" the EPS page, repeat )or each pro3ect or template +ithi" a" EP7
eleme"t% *% O" the Pro%ects "avigatio" *ar, clic( Activities%
c% O" the Activities page, repeat )or each pro3ect, template, or 8G7%
Creating 9u0get Change 2e<uests
Create *udget cha"ge re2uests +he" see(i"g approval to proposed cha"ges to a"
EP7, pro3ect, or 8G7 *udget%
-14
&s pro3ects progress, cha"ges i" scope, resource reallocatio", )u"di"g
additio"s#+ithdra+als, or other )actors that aJect origi"al *udgeted amou"ts, o)te"
occur% ,he +u#get *og detail +i"do+s e"a*le you to trac( modi)icatio"s that a))ect
the *udget% ,his log also provides a clear i"dicatio" o) the +ho, +hat, +he", +here,
a"d +hy *ehi"d the cha"ge%
,o create a *udget cha"ge re2uest:
1. Clic( Pro%ects%
F. O" the EPS page, select a" EP7 or pro3ect a"d clic( the +u#get *og detail
+i"do+%
.ote: Cou ca" also create *udget cha"ge re2uests )or a pro3ect
or 8G7 eleme"t )rom the +u#get *og detail +i"do+ o) the
Activities page%
a% Clic( A## -4"sert. to add a *udget log li"e
item% *% 4" the Amount )ield, e"ter a curre"cy
value%
c% 4" the Responsible )ield, e"ter the "ame o) the respo"si*le perso" or
departme"t% d% 4" the Status list, select a status value )or the proposed cha"ge%
*ips
4" ge"eral, you should co"tact the perso" listed i" the Responsible )ield to
determi"e i) the re2uest is Approved or Not Approved%
E"ter a reaso" )or the proposed cha"ge i" the Reason )ield% ,he program
ma"ager o) the a))ected EP7 "ode or the pro3ect ma"ager o) the a))ected pro3ect
ca" appe"d this )ield +ith a reaso" )or approval or de"ial%
Appro#ing or (enying 9u0get Change 2e<uests
4) you have the authority, you ca" approve or de"y a *udget cha"ge re2uest )or a
8G7, pro3ect, or e"tire EP7 eleme"t%
,o approve or de"y a *udget cha"ge re2uest:
1. Clic( Pro%ects%
F. O" the EPS page, select the EP7 or pro3ect +ith a *udget cha"ge re2uest a"d
clic( the +u#get *og detail +i"do+%
a% 7elect a"d revie+ the *udget cha"ge re2uest%
*% 4" the Status list, select Approve# or .ot Approve#%
c% 4" the Reason )ield, e"ter a" e1pla"atio" )or the "e+ status%
-15
P6 'PPM ser7s /ui&e
*ips
Cou ca" also approve or de"y *udget cha"ge re2uests )or a 8G7 or pro3ect )rom
the
+u#get *og detail +i"do+ o" the Activities page%
,o update the origi"al *udget, e"ter a "e+ amou"t i" the ,riginal +u#get )ield
a"d clic( Save% ,he !urrent +u#get a"d Propose# +u#get are updated +ith
the "e+ value%
O"ly authoriDed pro3ect participa"ts ca" issue *udget cha"ges a"d mar( them as
Approve#%
About &pen0ing an0 9enefit P!ans
7pe"di"g a"d *e"e)it pla"s are used +ith a de)i"ed discou"t rate a"d a rate
applicatio" period to calculate the "et prese"t value -<P;., retur" o" i"vestme"t
-0O4., a"d pay*ac( period )or a pro3ect% ,he spe"di"g pla" is the pro3ected pro3ect
spe"di"g )or a speci)ic time period% ,he *e"e)it pla" is the pro3ected pro3ect reve"ue
or i"come )or a speci)ic time period% >or *oth pla"s, "um*ers ca" *e positive or
"egative a"d are e"tered as "o"5discou"ted u"its o) curre"cy%
-16
Wor%ing with &pen0ing an0 9enefit P!ans
8ith spe"di"g pla"s i" place, you ca" compare the mo"thly totals )or the EP7 "ode
+ith those o) all pro3ects i" the "ode, to e"sure mo"thly spe"di"g does "ot e1ceed
your origi"al *udget estimates% 8he" your pro3ects are pla""ed, u"der+ay, a"d
completed, you ca" revisit the 0O4 page to record a"d mai"tai" the spe"di"g a"d
*e"e)it, or retur" o" i"vestme"t -0O4., )or each pro3ect% ,hese values assist the
operatio"s e1ecutive i" the strategic pla""i"g process +he" evaluati"g )uture
pro3ects%
*ab!e of Bey 2- E!e"ents
-te" (escription
R,I Page: Gegi" *y "avigati"g to the 0O4 page i" the Port)olios sectio"%
9ie) the R,I #etails: 4" the ro+ represe"ti"g the pro3ect you +a"t
to evaluate, clic( the pro3ect's "ame li"(% 4" the resulti"g 0O4 Eetails
page, co")igure the timescale a"d clic( the NN Previous or <e1t OO
li"(s to vie+ the spe"di"g a"d *e"e)it pla"s *y mo"th, 2uarter, or
year%
-1"
P6 'PPM ser7s /ui&e
-te" (escription
E#it mo#e: Clic( the E#it Spen#ing an# +enefit Plans li"( to
display the same i")ormatio" i" +rite or edit mode i"stead o) the
previous read5o"ly mode% 4" this mode, you ca" edit the values i" the
)ields% Clic( Save a"d the" Return o"e or more times or clic(
Portfolios agai" to start over%
*ab!e of Bey 2- Chart E!e"ents
-te" (escription
!umulative line: ,his li"e displays the cumulative pro)it or loss over
time )or the pro3ect%
Spen#ing Plan /P90 bar: ,he *lue *ar displays the prese"t value
o) the pro3ect's cost )or the time period%
+ene5t Plan /P90 bar: ,he gree" *ar displays the prese"t value
o) the pro3ect's e1pected reve"ue )or the time period%
Plan #ata: Clic( o" a *ar or time period to display a visual summary
o) the source spe"di"g a"d *e"e)it pla" data used to ge"erate the
chart%
Summar Information: ,his sectio" *elo+ the chart sho+s
sta"dard )i"a"cial data i"cludi"g <P;, 0O4, a"d pay*ac( period,
esse"tial )or evaluati"g the pro3ect relative to *usi"ess
o*3ectives%
-1(
Configuring &pen0ing an0 9enefit P!ans
Cou ca" distri*ute the *udgeted costs a"d e1pected retur"s mo"thly, 2uarterly, or
a""ually )or each pro3ect to create a spe"di"g a"d *e"e)it pla"% ,he spe"di"g a"d
*e"e)it pla"s are totaled )or each pro3ect a"d the e"tire port)olio% Cou ca" later
display 0O4, <P;, a"d curre"t *udget i")ormatio" o" the EPS page +here you ca"
compare the portio" o) the total *udget you distri*uted at a high level +ith ho+
much +as actually distri*uted to pro3ects a"d 8G7 eleme"ts at lo+er levels%
,o esta*lish a pro3ect spe"di"g a"d *e"e)it pla":
1. Clic( Portfolios%
. O" the Portfolios "avigatio" *ar, clic( R,I%
F. O" the R,I page, ide"ti)y a speci)ic pro3ect ro+ a"d clic( the li"( )or the
pro3ect "ame%
B. O" the R,I $etails page:
a% 7peci)y a timescale i" the Specif the timescale for entering R,I
spen#ing an# benefit plans )ield%
*% Eepe"di"g o" the timescale you selected, clic( the Previous or .e2t li"(s to
target a speci)ic time period%
c% Clic( E#it Spen#ing an# +ene5t Plans%
?. O" the E#it Spen#ing an# +ene5t Plans page:
a% 4" the Spen#ing Plan colum", e"ter the a"ticipated value i" u"its o)
curre"cy that re)lects +hat your orga"iDatio" pla"s to spe"d duri"g each time
period%
*% 4" the +ene5t Plan colum", e"ter the a"ticipated value i" u"its o)
curre"cy that re)lects +hat your orga"iDatio" e1pects to receive i" reve"ue
or cost savi"gs duri"g each time period%
c% Clic( Save%
About 5un0ing &ources
>u"di"g sources are the age"cies, *usi"esses, or groups that provide )u"di"g
)or a pro3ect%
Cou ca" mai"tai" a hierarchical list o) )u"di"g sources as part o) your e"terprise
pro3ect data a"d the" assig" speci)ic )u"di"g sources to a pro3ect or EP7 eleme"ts
as they develop% Cou ca" assig" the same )u"di"g source multiple times +ith
varyi"g amou"ts a"d share co"tri*utio"s )or di))ere"t levels o) the EP7% ,he amou"t
co"tri*uted *y a speci)ic )u"di"g source is called the )u"d share value%
-11
P6 'PPM ser7s /ui&e
Wor%ing with 5un0ing &ources
4) your pro3ects use )u"di"g sources to support *udgets, set up your e"terprise
pro3ect )u"di"g source data, a"d the" assig" speci)ic )u"di"g sources to *udget
items as you develop pro3ects% 8he" estimates are )irmly esta*lished, ma"agers
a"d team leaders ca" set *udget amou"ts a"d spe"di"g pla"s at the 8G7 or pro3ect
levels )or +hich they are respo"si*le% 0esources a"d *udgets ca" the" *e allocated
at the activity level%
Cou ca" de)i"e )u"di"g sources o" the "un#ing Sources page alo"g +ith other
e"terprise pro3ect data% Cou ca" the" assig" )u"di"g sources to pro3ects o" the EPS
page% Ge a+are that )u"ds are "ot totaled *y EP7 level/ you edit them per pro3ect or
EP7 level to allo+ )or ma"ual top5do+" assessme"ts a"d i"dividual pla""i"g% >or
e1ample, you +ould "ot +a"t to *e restricted )rom )u"di"g a" importa"t pro3ect 3ust
*ecause a limited level o) )u"di"g +as pla""ed )or its pare"t EP7 eleme"t%
2++
*ab!e of Enterprise (ata 5un0ing &ources
-te" (escription
"un#ing Sources: Cou +ill use the "un#ing Sources page to
vie+, add, a"d edit )u"di"g sources%
"un#ing Sources 5el#s: Cou ca" customiDe the )u"di"g source's
"ame a"d its descriptio" *y dou*le5clic(i"g i" the "un#ing
Source or $escription )ield%
$escription #etail )in#o): ,he $escription detail +i"do+
allo+s you to +rite a descriptio" o) the )u"di"g source% Cou ca"
type a"y additio"al i")ormatio" a*out the )u"di"g source a"d you
ca" use 6,M9 editi"g )eatures, i"cludi"g )ormatti"g te1t, i"serti"g
pictures, copyi"g a"d pasti"g i")ormatio" )rom other docume"t
)iles, a"d addi"g hyperli"(s%
"un#ing Sources =ierarch: 4) )u"di"g sources are a))iliated +ith a
particular group, you ca" group )u"di"g sources +ith that group% Cou
ca" use the Move -p -CtrlSU. , Move $o)n -CtrlSE.,
Move *eft -CtrlS&ltS9e)t., Move Right -CtrlS&ltS0ight. to move
a )u"di"g source *elo+ or a*ove the other )u"di"g sources% ,he move
le)t a"d move right arro+s ca" ma(e the )u"di"g source a child or
pare"t to other )u"di"g sources%
2+-
P6 'PPM ser7s /ui&e
*ab!e of 5un0ing &ource Assign"ents
-te" (escription
EPS Page: Use the EPS page to assig" )u"di"g sources a"d edit
)u"di"g source i")ormatio" )or a pro3ect or e"tire EP7 eleme"t%
"un#ing #etail )in#o): Clic( the "un#ing detail +i"do+ to add
)u"di"g sources% Cou ca" the" edit the Amount a"d "un# Share
)ields, or you ca" remove the )u"di"g source )rom the pro3ect%
Clic(i"g remove +ill 3ust remove the )u"di"g source )rom the pro3ect/
it +ill still *e availa*le to assig" to other pro3ects% ,he total o) all the
)u"di"g source ro+s appears i" the &ctivity ,a*le i" the Total
"un#ing colum"%
Select "un#ing Source #ialog bo2: Cou ca" assig" the same
)u"di"g source multiple times +ith varyi"g amou"ts a"d )u"d share
perce"tages )or di))ere"t levels o) the EP7%
About Earne0 @a!ue
Ear"ed ;alue Pro3ect Ma"ageme"t, or E;PM, is the *est practice co"cer"ed +ith
early compariso"s *et+ee" *aseli"e or pla""ed pro3ect data a"d actual or ear"ed
pro3ect data to arrive at a" accurate assessme"t o) true schedule a"d cost
per)orma"ce% ,he *asic co"cepts are rooted i" early ,+e"tieth Ce"tury i"dustrial
e"gi"eeri"g a"d )actory productivity tech"i2ues%
Cou have pro*a*ly already practiced at least a *asic )orm o) this tech"i2ue% 4) you
have ever veri)ied that the +or( per)ormed +as actually accomplished prior to
payi"g a co"tractor's i"voice, you +ere utiliDi"g a simple )orm o) Ear"ed ;alue%
8he"ever you measure the physical +or( per)ormed agai"st a *aseli"e pro3ect pla",
you are employi"g *asic pri"ciples o) E;PM% 8he" you "eed a relia*le +ay to predict
the true cost per)orma"ce o) a pro3ect i"cludi"g its )i"al costs, scheduli"g, a"d
resource re2uireme"ts, you +ill use Ear"ed ;alue calculatio"s%
7pa""i"g i"dustries a"d decades, Ear"ed ;alue is also ("o+" *y a"y o) the
)ollo+i"g titles:
Pla""ed ;alue o) 8or( &ccomplished -P;8&.
Gudgeted Cost o) 8or( Per)ormed -GC8P.
Cost#7chedule Co"trol 7ystems Criteria -C#7C7C.
PE0,#Costs
Ear"ed ;alue Ma"ageme"t -E;M.
Per)orma"ce Measureme"t
2+2
E2ample: E1ecutive ma"ageme"t +a"ts to assess a critical pro3ect early i" its
schedule% ,he pro3ect has a pla""ed value o) 1! millio" dollars )or 1! 8G7 u"its o)
e2ual value a"d is e1pected to last 1 year% &t the e"d o) F mo"ths, its actual costs
are F millio" dollars, ho+ever, it has o"ly completed !I o) the +or(, "amely
u"its or millio" dollars o) ear"ed value% ,his pro3ect is *ehi"d its *aseli"e schedule
*y 1 millio" dollars% 4t is per)ormi"g at 6@I% ,he pro3ect +ill re2uire a ?!I i"crease
i" )u"di"g or ? millio" dollars to complete the +or(% ,his is calculated *ased o" its
1! millio" dollar *udget divided *y %6@ to yield 1? millio"% 4) the pro3ect is re2uired to
retur" to its origi"al time schedule, it +ill re2uire additio"al resources a"d#or
overtime%
Configuring W9& Earne0 @a!ue
Co")igure ear"ed value to de)i"e the tech"i2ues a"d setti"gs used )or ear"ed
value computatio"s%
,o co")igure 8G7 ear"ed value:
methods:
+ith%
F. O" the Activities page, select a 8G7 a"d clic( the Earne# 9alue detail +i"do+%
B. 4" the Earne# 9alue detail +i"do+:
a% 7elect o"e optio" )or each tech"i2ue sectio"%
*% 4) your selectio"s e"a*le )ields, selectors, or optio"s, select a" optio" or
e"ter a value )or each )ield%
-CtrlS7.%
About Mi!estones
& milesto"e represe"ts a"y sig"i)ica"t eve"t, goal, or gate i" a pro3ect% &lthough
P6 co"siders them a type o) activity, milesto"es have Dero duratio"/ at a"y give"
mome"t they are either achieved or "ot% 7ome e1amples o) milesto"es i" a" oJice
*uildi"g additio" pro3ect might i"clude the )ollo+i"g:
pro3ect de)i"itio" complete
structure complete
e"d *iddi"g process
2+3
P6 'PPM ser7s /ui&e
Milesto"es ca" also *e assig"ed at the 8G75level, a"d each o"e give" a +eight
+hich i"dicates its importa"ce to the pro3ect schedule% 8he" you mar( a milesto"e
as complete, the +eight is used to calculate the per)orma"ce perce"t complete o)
all activities i"cluded i" the 8G7 level%
Euri"g pro3ect pla""i"g, you +ill +a"t to ide"ti)y the ma3or milesto"es as they +ill
help you mo"itor the pro3ect's progress% Cou ca" also assig" a" activity o+"er or a
primary resource to a milesto"e%
Creating W9& Mi!estones
Create 8G7 milesto"es to speci)y goals )or a
pro3ect% ,o create 8G7 milesto"es:
methods:
+ith%
F. O" the Activities page, select a pro3ect or 8G7 a"d clic( the W+S
Milestones detail +i"do+%
B. 4" the W+S Milestones detail +i"do+, repeat the )ollo+i"g steps )or each
milesto"e you +a"t to add:
a% Clic( A## -4"sert. to add a 8G7 milesto"e li"e
item% *% E"ter a value i" each )ield%
c% 7elect or clear the !omplete# optio"%
-CtrlS7.%
*ips
,he Percent !omplete )ield +ithi" the the W+S Milestones detail +i"do+
i"dicates the perce"tage o) tas(s completed to+ard achievi"g the milesto"e%
Use the Move -p a"d Move $o)n arro+s to arra"ge the milesto"es%
,he +eight you apply to a milesto"e is used to calculate the ear"ed value o)
the perce"t o) activities completed i" achievi"g the milesto"e%
About Cost Accounts
Cost accou"ts e"a*le you to mo"itor pro3ect e1pe"ses, activity costs, a"d ear"ed
value throughout the pro3ect li)e cycle% Costs are attached to activities a"d resources
so you ca" trac( the amou"t o) +or( accomplished agai"st the amou"t o) mo"ey
spe"t% Cou ca" assig" de)ault or created cost accou"ts to a"y pro3ect%
2+4
Cost accou"ts are esta*lished i" a hierarchy% >or e1ample, i) you created a cost
accou"t )or a pro3ect compo"e"t such as hard+are, you +ould create other cost
accou"ts *e"eath this compo"e"t to sho+ its parts such as codi"g a"d
i"stallatio"%
Creating Cost Accounts
Create cost accou"ts to trac( activity cost a"d ear"ed value throughout the pro3ect
li)e cycle% Cou ca" associate prede)i"ed cost accou"ts +ith e1pe"ses to categoriDe
them%
,o create cost accou"ts:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Activities a"d clic( !ost Accounts%
F. O" the !ost Accounts page:
a% Clic( A##
-4"sert.%
*% Move the cost accou"t to the correct locatio" i" the list a"d hierarchical
positio" *y clic(i"g the Move -p -CtrlS&ltSUp., Move $o)n
-CtrlS&ltSEo+"., Move *eft -CtrlS&ltS9e)t., a"d Move Right
-CtrlS&ltS0ight. arro+s%
c% 4" the I$ )ield, dou*le5clic( a"d type a u"i2ue
4E% d% 4" the .ame )ield, dou*le5clic( a"d type a
"ame% e% 4" the $escription )ield, dou*le5clic(
a"d clic( %
B. 4" the $escription detail +i"do+, type a *rie) "arrative a*out the cost accou"t%
?. O" the !ost Accounts page, clic( Save -CtrlS7. %
About E3penses
E1pe"ses are "o"5resource costs associated +ith a pro3ect a"d assig"ed to a
pro3ectPs activities% &" e1pe"se is typically a o"e5time e1pe"diture )or "o"5
reusa*le items% E1pe"ses are pro3ect5speci)ic a"d "ot time5*ased% 7ome e1amples
i"clude )acilities, travel, co"sulti"g, a"d trai"i"g% Each e1pe"se has a" actual,
remai"i"g, a"d at completio" value )or *oth cost a"d u"its that is either *udgeted
or pla""ed%
E1pe"se categories classi)y a"d sta"dardiDe e1pe"ses, a"d orga"iDe a"d mai"tai"
your e1pe"se i")ormatio"%
Creating E3pense Categories
Create a" e1pe"se category to orga"iDe a"d trac( various e1pe"se types +ithi"
a" orga"iDatio"%
,o create e1pe"se categories:
A#minister
2+5
P6 'PPM ser7s /ui&e
. 4" the Enterprise $ata pa"e, e1pa"d Activities a"d clic( E2pense
!ategories%
F. O" the E2pense !ategories page:
*% 4" the !ategor )ield, dou*le5clic( a"d type a
"ame% c% Clic( Save -CtrlS7.%
*ips
,o cha"ge a" e1pe"se category, dou*le5clic( it, the" type a "e+ "ame% ,he
cha"ge applies to all pro3ects to +hich the e1pe"se item is assig"ed%
2+6
Managing the &che0u!e
-n *his &ection
&*out Gaseli"es %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% !@
&*out Critical Path &ctivities%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1!
&*out 7chedule Previe+ %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1B
&*out 0esource 9eveli"g%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1?
&*out Updati"g Progress%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 1A
&*out P6 ,eam Mem*er 7tatus Updates %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F!
&*out ,he &pply &ctuals >eature %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F?
&*out the &uto Compute &ctuals >eature %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% FA
&*out 7tore Period Per)orma"ce %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% B!
&*out 7ummary Eata %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% B1
4ssues %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
BF
0is(s %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
?!
&*out Eocume"ts %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% @F
&*out 8or()lo+s %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 9
About 9ase!ines
& *aseli"e is a copy, or s"apshot, o) pro3ect data at a give" time% Gecause a *aseli"e
is a static represe"tatio" o) a pro3ect pla", it ca" *e used as a *e"chmar( agai"st
+hich to measure per)orma"ce as a pro3ect progresses%
Cou ca" create multiple *aseli"es to esta*lish metrics throughout the pro3ect li)e
cycle% ,ypically, you +ould +a"t to create a" i"itial *aseli"e o"ce the pro3ect pla" is
approved, the" you +ould create additio"al *aseli"es accordi"g to your
orga"iDatio"'s re2uireme"ts% >or e1ample, you could create "e+ *aseli"es at speci)ic
reporti"g i"tervals%
&lthough ma"y *aseli"es ca" *e created )or a pro3ect, o"ly t+o *aseli"es ca" *e
used at a"y give" time to display a"d compare data% ,hese are ("o+" as the Pro3ect
Gaseli"e a"d User's Primary Gaseli"e% ,he curre"t pro3ect ca" also *e used as the
*aseli"e, )or e1ample, i" situatio"s +here "o other *aseli"e yet e1ists%
,he Pro3ect Gaseli"e is a si"gle metric )or compariso" that e"a*les all mem*ers o) a
team to have a shared a"d co"siste"t set o) data agai"st +hich to evaluate pro3ect
progress% ,here is o"ly o"e Pro3ect Gaseli"e at a"y time% &ll pages that display
summariDed data compare a"d display data agai"st the Pro3ect Gaseli"e%
,he User's Primary Gaseli"e is a" optio"al perso"al *aseli"e that is used to
evaluate pro3ect progress%
2+"
P6 'PPM ser7s /ui&e
Wor%ing with 9ase!ines
Ge)ore you update a schedule )or the )irst time, you should create a *aseli"e pla"%
,he simplest *aseli"e pla" is a complete copy, or s"apshot, o) the origi"al
schedule% ,his s"apshot provides a target agai"st +hich you ca" trac( a pro3ect's
cost, schedule, a"d per)orma"ce% Cou ca" save a copy o) the curre"t pro3ect to use
as the *aseli"e or you ca" co"vert a"other pro3ect i" the EP7 hierarchy to a
*aseli"e )or the curre"t pro3ect%
,o help categoriDe, or trac(, multiple *aseli"es )or a si"gle pro3ect, you ca" assig"
each *aseli"e a type that re)lects its purpose, )or e1ample, initial plannin" )aseline,
What1i& pro5ect )aseline, customer si"n1o:, or midpro5ect )aseline%
0egardless o) the "um*er o) *aseli"es you store )or a pro3ect, at a"y give" time you
ca" o"ly select at most t+o *aseli"es )or use i" ma(i"g compariso"s i" P6% ,he
pro3ect5level *aseli"e is used )or pro3ect#activity usage spreadsheets a"d pro)iles, as
+ell as )or ear"ed value calculatio"s%
Cou ca" co"vert a"other pro3ect i" the EP7 hierarchy to a *aseli"e )or use i"
compariso"s +ith the curre"t pro3ect% Ge)ore co"verti"g a pro3ect to a *aseli"e, i)
you still +a"t to have access to the origi"al pro3ect, you should ma(e a copy o) it%
O"ce you co"vert a pro3ect to a *aseli"e, it is "o lo"ger availa*le i" the pro3ect
hierarchy% Cou ca" restore a *aseli"e, ma(i"g it availa*le agai" as a separate pro3ect
i" the pro3ect hierarchy, i" order to modi)y it or update it%
.ote: Cou must have the Edit Pro5ect Details E9cept
Costs8Financials a"d Assi"n Pro5ect 3aseline pro3ect
privileges to set the pro3ect *aseli"e%
*ab!e of Wor%ing with 9ase!ine E!e"ents
-te" (escription
$efine +aselines: Use $efine +aselines to add, modi)y,
co"vert, a"d restore pro3ects a"d *aseli"es%
2+(
Managing the *che&ule
-te" (escription
A## +aselines: 8he" you add a *aseli"e, give it a "ame, assig" it a
type, a"d decide i) you +a"t to ma(e it the Pro3ect Gaseli"e or User's
Primary Gaseli"e )or the curre"tly selected pro3ect% Gaseli"e
desig"atio"s are made i" the pro3ects ro+s o) the ta*le highlighted i"
*lue%
!onvert a Pro%ect to +aseline: 7ave a copy o) the *aseli"e *e)ore
you co"vert it% Co"vert a pro3ect to use it as a *aseli"e )or a curre"t
pro3ect%
Restore a +aseline: Use restore a *aseli"e to modi)y a *aseli"e pro3ect%
Cou must )irst u"li"( a *aseli"e )rom its curre"t pro3ect *y restori"g it
as a separate pro3ect% Cou ca" the" +or( +ith this restored *aseli"e
pro3ect as
you +ould a"y other pro3ect i" the EP7%
+aseline Tpe: &ssig" *aseli"e types to *aseli"es to help
categoriDe multiple *aseli"es )or a si"gle pro3ect% Co")igure the
availa*le *aseli"e types alo"g +ith your other E"terprise Eata
setti"gs%
Pro%ect +aseline: 9ists the availa*le *aseli"es )or the selected pro3ect%
7elect the *aseli"e to use as the pro3ect *aseli"e% 4) a *aseli"e does
"ot e1ist, the curre"t pro3ect is the de)ault value%
-serDs Primar +aseline: 7elect the user's primary *aseli"e )rom
the list o) availa*le *aseli"es% 4) a *aseli"e does "ot e1ist, the curre"t
pro3ect is the de)ault value%
.ote: Cou ca" de)i"e up to three *aseli"es )or a pro3ect i" P6
Pro)essio"al%
Creating 9ase!ines
Create *aseli"es to measure pro3ect
per)orma"ce% ,o create a *aseli"e:
1. Ope" the pro3ect or pro3ects )or +hich you +a"t to create a *aseli"e usi"g o"e o)
the )ollo+i"g methods:
+ith%
Clic( the Pro%ects me"u a"d select o"e o) the most5rece"tly used pro3ects
Clic( the Pro%ects me"u a"d select ,pen Pro%ects to select a pro3ect or
. O" the Pro%ect .avigation *ar, clic( Activities or EPS%
2+1
P6 'PPM ser7s /ui&e
F. O" the Activities or EPS page, clic( the Actions me"u a"d select $efine
+aselines777%
B. 4" the +aselines dialog *o1:
a% 7elect the pro3ect to +hich you +ill add the
*aseli"e% *% Clic( A## +aseline%
c% E"ter a "ame i" the +aseline .ame
)ield% d% 7elect a type )rom the +aseline
Tpe list% e% Clic( Save -CtrlS7.%
*ips
,he applicatio" automatically assig"s the *aseli"e a "ame *ased o" the
selected pro3ect% >or e1ample, i) you select Project A, the applicatio" +ill
"ame the "e+ly created *aseli"e A - B1%
7peci)y the de)ault Pro%ect +aseline a"d -serDs Primar +aseline *y
selecti"g )rom the list o) availa*le *aseli"es )or each pro3ect i" the ta*le o" the
Gaseli"es dialog *o1%
Clic( !onvert a Pro%ect to +aseline a"d select a pro3ect to co"vert a pro3ect
i"to a *aseli"e%
7elect a *aseli"e a"d clic( Restore a +aseline to remove the *aseli"e a"d
ma(e it a pro3ect%
About Critica! Path Acti#ities
Critical path activities are pro3ect tas(s that must start a"d )i"ish o" time to e"sure
that a pro3ect e"ds o" schedule% & delay i" a"y critical path activity +ill delay
completio" o) the pro3ect, u"less the pro3ect pla" ca" *e ad3usted so that successor
tas(s )i"ish more 2uic(ly tha" pla""ed% Critical activities ca" *e o"e o) t+o types:
)loat a"d lo"gest path%
>loat is a measure o) schedule )le1i*ility% ,he applicatio" uses the Critical Path
Method -CPM. to ge"erate a pro3ect schedule% ,his method calculates )our dates )or
each activity i" the pro3ect pla": Early 7tart, 9ate 7tart, Early >i"ish, a"d 9ate >i"ish%
4) the Early 7tart date a"d 9ate 7tart date )or a" activity are the same, the activity is
said to have Dero )loat% &ctivities that have Dero )loat must start o" time to preve"t
the schedule )rom slippi"g% 8he" a" imposed )i"ish date creates a schedule that is
shorter tha" the duratio" calculated to complete the activities o" the critical path, a
pro3ect has "egative )loat% & pro3ect +ith "egative )loat is *ehi"d schedule%
,o meet the speci)ic re2uireme"ts o) your pro3ect, you ca" speci)y the )loat
tolera"ce used to ide"ti)y activities as critical% >or e1ample, i" some situatio"s you
might +a"t critical activities to *e those +ith Dero or "egative )loat% 4" other
situatio"s, activities +ith )loat o) three days or less might *e ide"ti)ied as critical%
2-+
9o"gest path de)i"es the se2ue"ce o) drivi"g activities that determi"e the pro3ect
e"d date% 9o"gest path calculatio" i"cludes i"terpro3ect relatio"ships% ,here)ore,
activities desig"ated as o" the lo"gest path might cha"ge depe"di"g o" +hether
you schedule a pro3ect alo"e or +ith its related pro3ects% 4) a pro3ect has i"terpro3ect
relatio"ships a"d you schedule it alo"e, the i"terpro3ect relatio"ships are treated as
scheduli"g co"strai"ts% ,he lo"gest path is *ro(e" +he" activities are "o lo"ger
drive" *y relatio"ships/ that is, +he" activity dates are drive" *y co"strai"ts or
resource leveli"g%
Wor%ing with Critica! Acti#ities
8he" you schedule a pro3ect, you ca" choose to calculate multiple critical )loat
paths -se2ue"ces o) activities. that a))ect the pro3ect schedule% Gy calculati"g
multiple critical )loat paths, you ca" determi"e the most critical path i" the pro3ect
schedule, alo"g +ith su*5critical paths that a))ect the completio" o) the most critical
path%
8hile you ca" determi"e the critical path o) activities *ased o" total )loat or lo"gest
path, these methods do "ot oJer i"sight i"to su*5critical paths that might also a))ect
the pro3ect schedule% >or e1ample, i) you choose to ide"ti)y critical activities *ased
o" a ma1imum total )loat threshold, P6 +ill ide"ti)y all activities *eyo"d the
threshold as critical eve" i) the activities have "o relatio"ships or do "ot a))ect the
pro3ect e"d date% 9i(e+ise, i) you choose to ide"ti)y critical activities *ased o"
lo"gest path, P6 +ill ide"ti)y the critical path o) activities *ut +ill "ot ide"ti)y su*5
critical paths that a))ect the critical path%
&)ter you schedule a pro3ect, you ca" display the "loat Path a"d "loat Path
,r#er colum"s i" the ta*le o" the Activities page% Group *y "loat Path to vie+
the activities i" each critical )loat path, the" sort *y "loat Path ,r#er to vie+ the
order i" +hich the activities +ere processed%
.ote: Calculati"g multiple critical )loat paths does "ot a))ect
ho+ you de)i"e critical activities% 8he" you schedule a pro3ect,
you must choose to de)i"e critical activities *y a ma1imum )loat
time or *y lo"gest path o" the 4eneral ta* o) the Sche#uling
,ptions dialog *o1% 8he" you ru" the scheduler, activities are
)lagged as critical *ased o" this setti"g% 4) you also choose to
calculate multiple critical )loat paths, the )loat paths are
calculated a)ter the pro3ect has *ee" scheduled% Critical
activities that are "ot part o) a critical )loat path remai" tagged
as critical%
,he !ritical Activities +ehin# Sche#ule portlet o) the Wor'space page i" the
Pro3ects sectio" lists activities o" the critical path that are *ehi"d schedule, alo"g
+ith the "um*er o) days the activity is *ehi"d a"d its total )loat% 4" order )or a"
activity to appear i" this portlet, *oth o) the )ollo+i"g co"ditio"s must have *ee"
met:
its !ritical chec( *o1 )ield must have *ee" set to true or chec(ed mea"i"g the
activity's total )loat +as calculated as *ei"g less tha" the critical duratio"
speci)ied )or the pro3ect/
2--
P6 'PPM ser7s /ui&e
its "inish $ate 9ariance must *e "egative%
4) a pro3ect does "ot have a speci)ied *aseli"e, P6 +ill re)er to the curre"t pro3ect's
data a"d o"ly activities that have a" actual start date a"d meet the other criteria
+ill appear i" the portlet% "inish $ate 9ariance is calculated *y compari"g the
pla""ed )i"ish o) the curre"t pro3ect to the *aseli"e )i"ish%
8he" there is "o *aseli"e, Planne# "inish al+ays e2uals +aseline "inish% ,his is
true u"til a" actual start date is recorded, +hich acts as a *aseli"e% 6e"ce, "inish
$ate 9ariance is al+ays Dero -!. i" a" activity that has "o *aseli"e a"d is "ot
started%
4) a pro3ect has a *aseli"e, P6 must match each activity to its *aseli"e activity a"d
the" calculate the )i"ish varia"ce%
.ote: & "egative )i"ish varia"ce ca" *e calculated o" *oth
started a"d "ot started activities% 4" large data*ases, this may
cause a timeout% Gy de)ault the applicatio" allo+s t+o mi"utes
to per)orm the calculatio"% 4) it does "ot succeed i" t+o
mi"utes, a message is retur"ed advisi"g you that the portlet
should *e removed )rom the 8or(space% & setti"g i" the P6
&dmi"istrator applicatio" ca" e1te"d this time, *ut the practice
is "ot recomme"ded as it ca" cause per)orma"ce pro*lems )or
all users%
*ab!e of Bey E!e"ents for Critica! Acti#ities
-te" (escription
!ritical option: ,his chec( *o1 is chec(ed )or all activities
that are calculated as *ei"g critical%
Re# in#icator: Critical activities are i"dicated i" the &ctivity ,a*le
+ith red i"dicators%
2-2
-te" (escription
Re# bars: Critical activities are i"dicated i" the &ctivity Ga"tt +ith
red *ars%
!ritical Activities +ehin# Sche#ule portlet: ,he !ritical Activities
+ehin#
Sche#ule portlet o) the Wor'space page%
*ab!e of Bey ptions for Critica! Acti#ities
-te" (escription
Sche#uling ,ptions: O" the Activities page, select Run
Sche#uler )rom the Actions me"u% O" the resulti"g Sche#ule
Pro%ect dialog *o1, clic( the ,ptions *utto" to ope" the Sche#uling
,ptions dialog *o1%
4eneral tab: Use the 4eneral ta* o) the Sche#uling ,ptions
dialog *o1 to de)i"e critical activities accordi"g to a ma1imum )loat
time or *y lo"gest path%
2-3
P6 'PPM ser7s /ui&e
-te" (escription
A#vance# tab: O" the A#vance# ta* o) the Sche#uling ,ptions
dialog *o1, you ca" choose to calculate a speci)ic "um*er o) critical
)loat paths *ased o" total )loat or )ree )loat% Cou ca" also choose the
activity you +a"t the )loat paths to e"d o"% Gy choosi"g a" activity,
you ca" calculate multiple )loat paths that a))ect the e"tire pro3ect
schedule, a speci)ic part o) the schedule, or a milesto"e i" the
schedule% 8he" you schedule the pro3ect, P6 ide"ti)ies the most
critical )loat path i" the schedule a"d assig"s those activities a >loat
Path value o) 1% ,he",
depe"di"g o" the "um*er o) paths you choose to calculate, P6
ide"ti)ies other )loat paths -su*5critical )loat paths. that a))ect the
most critical )loat path a"d "um*ers the paths *ased o" their
criticality i" asce"di"g order *egi""i"g +ith %
About &che0u!e Pre#iew
&)ter modi)yi"g activity, relatio"ship, a"d assig"me"t data, *ut *e)ore decidi"g to
)ormally schedule a pro3ect, use the optio"al -chedule Preview )eature to estimate
schedule cha"ges +ithout actually committi"g them to the pro3ect% -chedule
Preview automatically recalculates the schedule )or activities that have cha"ged or
+ere a))ected *y a cha"ge to a relatio"ship, resource assig"me"t, or a"other
activity% Cou ca" the" decide to commit these cha"ges to the schedule or, i) the
previe+ produces u"+a"ted results, discard them% 4) -chedule Preview is disa*led,
cha"ges to activities are "ot re)lected i" the schedule u"til you ma"ually calculate
the schedule agai"%
Enab!ing &che0u!e Pre#iew
E"a*le 7chedule Previe+ to have the applicatio" automatically calculate the
schedule )or a pro3ect each time you add or delete a" activity relatio"ship, cha"ge
a" activity duratio" or relatio"ship type, or cha"ge a"ythi"g that a))ects schedule
dates% ,his )eature is availa*le o" the &ctivities page +he" you ope" a si"gle
pro3ect/ it is disa*led i) more tha" o"e pro3ect is ope"%
,o e"a*le 7chedule Previe+ )or a pro3ect:
1. Ope" the pro3ect you "eed to schedule usi"g o"e o) the )ollo+i"g methods:
Clic( Pro%ects to ope" the last pro3ect you +ere +or(i"g +ith%
Clic( the Pro%ects me"u a"d select o"e o) the most5rece"tly used pro3ects%
Clic( the Pro%ects me"u a"d select ,pen Pro%ects to select a pro3ect
*y port)olio type, EP7 "ode, or pro3ect code%
2-4
a% Clic( the Actions me"u a"d select Run Sche#ule Previe) to tur" o"
7chedule Previe+ mode%
*% Update o"e or more activities/ the activities +ill automatically *e
rescheduled% c% Clic( the Actions me"u a"d select Save -CtrlS7.%
B. 4" the Sche#ule Pro%ect dialog *o1:
a% ,o (eep the cha"ges a"d schedule the pro3ect, clic( >es%
*% 4) you do "ot +a"t to (eep these cha"ges or do "ot +a"t to schedule the
pro3ect, clic( .o%
*ips
,he 7chedule Previe+ ico" is disa*led i) more tha" o"e pro3ect is ope", or i) you
do "ot have the 7chedule Pro3ect privilege )or the ope" pro3ect%
,o tur" 7chedule Previe+ mode oJ, clic( the Actions me"u a"d select Run
Sche#ule Previe) agai" so it is "ot highlighted o" the Run me"u%
Cou might )i"d it help)ul to create a" u")iltered activity vie+ that you ca" use
+he" you +a"t to e"a*le the 7chedule Previe+% 4) )ilters are applied to your vie+,
the applicatio" +ill prompt you to remove the )ilters *e)ore the pro3ect is
scheduled% 4) the removal o) )ilters )rom the curre"t vie+ causes you to e1ceed
your activity limit, you +ill receive a message a"d the )eature +ill "ot *e tur"ed
o"% Cou +ill the" "eed to as( your admi"istrator to i"crease the activity limit to
ru" this )eature%
About 2esource ?e#e!ing
0esource leveli"g is a" automated process that ca" cha"ge the start date o)
activities% 9evel resources i" your pro3ect schedule to e"sure that resource dema"d
does "ot e1ceed resource availa*ility% ,ypically, you level duri"g the )or+ard pass
through a pro3ect% ,his determi"es the earliest dates to schedule a" activity +he"
su))icie"t resources +ill *e availa*le to per)orm the tas(% 4) )or+ard leveli"g delays
the pro3ect's early )i"ish date, a *ac(+ard pass might *e "ecessary to recalculate
late dates%
Euri"g resource leveli"g, the resource re2uireme"ts o) all scheduled activities are
compared to the ma1imum 2ua"tity availa*le at the time o) leveli"g, a"d a"
activity is o"ly scheduled to occur +he" its resource dema"ds ca" *e met% ,o
accomplish this, tas(s ca" *e delayed to resolve resource availa*ility co")licts%
?e#e!ing Pro$ect 2esources
9evel o"e or more pro3ects +he"ever the re2uired shared or critical resources have
limited supply or availa*ility or to ge"erally (eep resource usage at a co"sta"t level%
>or e1ample, +he" a resource has *ee" assig"ed to more tha" o"e activity duri"g
the same time period, level the pro3ects to elimi"ate pote"tial resource over5
allocatio"% 4" short, resource leveli"g re5distri*utes +or( amo"g other availa*le
resources%
,o level resources i" o"e or more pro3ects:
methods:
2-5
P6 'PPM ser7s /ui&e
+ith%
Run *eveler777
-7hi)tS>9.%
B. 4" the *evel Resources dialog *o1:
a% 7elect the ,ptions ta* to co")igure resource leveli"g optio"s a"d set
optio"al leveli"g priorities to speci)y +hich assig"me"ts are leveled )irst
+he" a co")lict e1ists%
*% 7elect the Resources ta* to speci)y +hich resources should *e
leveled% c% -Optio"al. Clic( Save to save your setti"gs a"d close the
dialog *o1%
d% Clic( *evel%
*ips
services to have the applicatio" level resources automatically%
Configuring 2esource ?e#e!ing ptions an0 Priorities
9evel resources i" your pro3ect schedules to e"sure that resource dema"d does "ot
e1ceed resource availa*ility% ,o ha"dle scheduli"g co")licts that might occur duri"g
leveli"g, you ca" add priorities that speci)y +hich pro3ect or activity is leveled )irst%
Ge)ore leveli"g, co")igure the optio"s a"d priorities speci)ied i" the steps *elo+%
,o co")igure resource leveli"g optio"s a"d priorities:
1. Clic( Pro%ects %
F. O" the EPS page, clic( the 9ie) me"u a"d select !olumns%
B. 4" the !ustomi6e !olumns dialog *o1, e1pa"d the 4eneral sectio" i" the
Available !olumns list a"d dou*le5clic( Pro%ect *eveling Priorit to add it
?. O" the EPS page:
a% E"ter a value i" the Pro%ect *eveling Priorit )ield )or each pro3ect%
2-6
.ote: E"ter a value )rom 1, the highest priority, to 1!!, the
lo+est% ,he de)ault is 1!%
6. O" the Pro%ects "avigatio" *ar, clic( Activities%
@. O" the Activities page, clic( the 9ie) me"u a"d select !olumns%
A. 4" the !ustomi6e !olumns dialog *o1, e1pa"d the 4eneral sectio" i" the
Available !olumns list a"d dou*le5clic( Activit *eveling Priorit to add it
9. O" the Activities page:
a% E"ter a value i" the Activit *eveling Priorit )ield o"ly )or those activities
that re2uire a speci)ic cha"ge to their leveli"g priority% >or e1ample, a
.ormal activity might *ecome a Top priority%
*% Clic( the Actions me"u a"d select Run *eveler777 -7hi)tS>9.%
1!. 4" the *evel Resources dialog *o1, clic( the ,ptions ta*%
11. O" the ,ptions ta*:
a% 7elect the !onsi#er assignments in other pro%ects )ith priorit e;ual
or higher than optio" a"d select a value )rom the list to i"clude i" the
leveli"g process pro3ects that are "ot curre"tly ope", *ut that do )it the
re2uired priority level%
*% 7elect or clear the Preserve sche#ule# earl an# late #ates optio" to
determi"e i) the leveli"g process ca" alter activity dates or "ot% 4) you select
this optio", co")igure the optio"s it e"a*les%
c% 7elect or clear the Recalculate assignment costs )hen leveling optio"
to determi"e i) the applicatio" should automatically recalculate assig"me"t
costs i) they are a))ected *y the leveli"g%
d% 7elect the $ispla leveling log upon completion optio" i) you +ould li(e
to see a summary o) activities delayed *y leveli"g a"d e1ceptio"s made )or
critical activities%
e% 4" the *eveling Priorities sectio", speci)y priorities that +ill *e used to level
the activities% &dd priorities i" the order i" +hich you +a"t the applicatio" to
co"sider them% >or each priority you add, repeat the )ollo+i"g steps:
1% Clic( A##%
% 4" the "iel# .ame list, select Pro%ect *eveling Priorit, Activit
*eveling Priorit, or a"other )ield%
F% 4" the Sort ,r#er list, select Ascendin", Descendin", or, )or some )ields,
*ierarch%
1. 4" the *evel Resources dialog *o1, clic( the Resources ta*%
1F. O" the Resources ta*, select a" optio" a"d clic( Save%
.ote: 4) you select Selecte# Resources, add resources to the
Selecte# Resources list )rom the Available Resources list%
2-"
P6 'PPM ser7s /ui&e
*ips
Cou ca""ot edit the Pro%ect *eveling Priorit o) a pro3ect i) you do "ot have the
appropriate security privileges or i) the pro3ect is chec(ed out or ope"ed
e1clusively *y a"other user%
About /p0ating Progress
,o determi"e ho+ a pro3ect is per)ormi"g a"d +hat +or( remai"s to *e do"e, update
its progress +ee(ly, daily, or as )re2ue"tly as re2uired%
Cou ca" record +or( progress i" a "um*er o) +ays: you ca" record progress )or
i"dividual activities or resources *y e"teri"g =live= status data you have collected/
you ca" use P6 ,eam Mem*er applicatio"s to collect data )rom resources a"d
activity o+"ers, +ith the optio" to tur" o" revie+s )or status updates or allo+ the
system to automatically approve the updates/ you ca" use P6 Progress 0eporter a"d
collect data )rom resources usi"g timesheets a"d the" approve or re3ect those
timesheets/ or you ca" automatically calculate progress *ased o" the schedule pla"%
P6 supports three plat)orms )or directly updati"g =live= status: +e* *ro+sers usi"g
P6 a"d P6 ,eam Mem*er 8e*, iO7 mo*ile devices usi"g the P6 ,eam Mem*er )or
iPho"e app, a"d e5mail applicatio"s e1cha"gi"g messages usi"g E5mail 7tatusi"g
7ervice% Cour team may decide to use o"e method or some com*i"atio" o) these
methods%
Mem*er applicatio"s
Wor%ing with /p0ating Progress in a 9rowser 2unning P6
,o determi"e ho+ a pro3ect is per)ormi"g a"d +hat remai"s to *e do"e, update
its progress% Updati"g a pro3ect to re)lect the actual +or( per)ormed to date
ca" *e achieved usi"g a"y o) the )ollo+i"g methods:
Manuall recor# progress: 0ecord progress )or i"dividual activities or
resources *y e"teri"g status data )rom each co"tri*utor%
2-(
Automaticall calculate progress: >or i"dividual activities, resources, a"d
e1pe"ses, use the co"ve"ie"t Auto1Compute Actuals )eature to estimate +or(
progress *ased o" the schedule pla"% ,he", ru" the Appl Actuals )eature% Usi"g
these )eatures, the applicatio" calculates a"d applies the e1pected progress )rom
the previous data date to the "e+ data date you speci)y% ,o regularly update a
pro3ect so that it re)lects curre"t actual a"d remai"i"g values, ru" the Appl
Actuals process usi"g the Sche#ule# Services page%
/p0ating the Progress of Acti#ities /sing P6
Update status to de)i"e perce"t complete a"d start a"d )i"ish
dates% ,o update status:
methods:
+ith%
B. 4" the 4eneral detail +i"do+, i" the Status sectio":
a% 7elect or clear the Starte# a"d "inishe# optio"s%
*% 4) you select a" optio", clic( a"d select a date )rom the
cale"dar% c% E"ter a perce"tage i" the Activit : !omplete )ield%
-CtrlS7.%
Wor%ing with Acti#ity /p0ates by E8"ai! using E8"ai! &tatusing &er#ice
&s a team mem*er +ith assig"me"ts i" P6, you ca" re2uest a list o) your assig"ed
activities, or tas2s, directly )rom the P6 server usi"g e5mail% Cou must )ollo+ the
sy"ta1 a"d )ormatti"g speci)ied *elo+ o" the su*3ect li"e o) your e5mail message% 4"
all cases, o"ly tas(s )rom active pro3ects i" +hich you -the re2uesti"g user. are
assig"ed as a resource or activity o+"er +ill *e retur"ed%
,here are three types o) re2uest )ilters: status, time, a"d pro5ect% & status re2uest
is a mi"imum re2uireme"t/ a time a"d pro3ect re2uest are optio"al e1te"sio"s to
the status re2uest% & valid re2uest +ould appear i" the e5mail su*3ect li"e as:
<Status><Optional Time Period><Optional Active Project>
2-1
P6 'PPM ser7s /ui&e
.ote: 4) you "eed assista"ce +ith the optio"s, sy"ta1, or
re2uired )ormatti"g o) these messages, se"d a" e5mail
message +ith o"ly the +ord Help or a ? i" the su*3ect li"e to
receive more detailed i"structio"s% 4" additio", i) your status
re2uest message is ever i"valid, you +ill *e "oti)ied *y e5
mail%
2e<uests 9ase0 on &tatus
Acti#e
0etur"s all activities assig"ed to you that have "ot yet *ee" completed,
i"cludi"g a"y that are "ot started, those that are i"5progress, tas(s due today,
a"d tas(s that are overdue%
(ue
0etur"s all tas(s scheduled to )i"ish today%
#er0ue
0etur"s all active tas(s that +ere scheduled to )i"ish prior to today%
Co"p!ete0
0etur"s all tas(s +here the )i"ished date is today's date%
&tarting
0etur"s all tas(s scheduled to start today%
2e<uests 9ase0 on *i"e
0e2uests *y status ca" optio"ally *e )iltered *ased o" a speci)ied "um*er o)
days, +ee(s, or mo"ths prior to or a)ter today%
in ne3t Cnu"berD Cunits of ti"eD
0etur"s o"ly the tas(s o) the re2uested status that +ill occur i" the "e1t
"um*er o) days, +ee(s, or mo"ths you speci)y%
in !ast Cnu"berD Cunits of ti"eD
0etur"s o"ly the tas(s o) the re2uested status that have already tra"spired
i" the previous "um*er o) days, +ee(s, or mo"ths you speci)y%
.otes:
,here is a 1A! day limit to vie+i"g completed tas(s% &"y
completed tas( +ith a >i"ished Eate more tha" 1A! days i"
the past +ill "ot *e retur"ed%
22+
4) the completed tas( +as updated +ith a >i"ished Eate
+ithi" the past 1A! days a"d the last approved >i"ished
Eate is more tha" 1A! days i" the past, the tas( +ill "ot *e
se"t to you regardless o) the updated >i"ished Eate% -,his
o"ly applies i) ,eam Mem*er status updates re2uire
approval%.
2e<uests 9ase0 on Pro$ect
0e2uests *y status ca" optio"ally *e )iltered *ased o" a" active pro3ect "ame or
pro3ect
4E%
on Pro$ect CPro$ect -( or Na"eD
0etur"s o"ly the tas(s o) the re2uested status a"d optio"al time period )ilter
that *elo"g to the speci)ied active pro3ect%
E2ample 8: Pat is de)i"ed as *oth a user a"d resource i" P6%
Pat is assig"ed to a clie"t site i" a"other cou"try to per)orm
tas(s i" a series o) pro3ects: &, G, a"d C% 7he has "early
)i"ished her assig"me"ts )or Pro3ect &% 7he +a"ts to use e5
mail to re2uest her active assig"me"ts )or the "e1t F! days i"
Pro3ect G% 7he se"ds a"
e5mail message to the P6 tas( re2uest accou"t desig"ated *y
her ma"ager% ,he *ody o) her message is empty/ ho+ever, she
types
the )ollo+i"g su*3ect li"e:
active in next 3 da!s on project B
E2ample @: Pat received a pho"e call )rom her ma"ager +ho
+a"ts her to )ocus e1clusively o" her assig"me"ts )rom a"y
active pro3ects scheduled to )i"ish i" the "e1t +ee(% Pat's e5mail
re2uest is "o+:
due in next 1 "ee#
2ep!ying with *as% &tatus /p0ates
&)ter receivi"g the re2uested list o) tas(s )rom the P6 server, you ca" reply +ith your
status updates )or all your tas(s at the same time% ,he )ields you ca" update depe"d
o" the status o) the tas( -see the ta*le *elo+.% 6o+ever, )or all tas(s you ca" "ever
edit the )ollo+i"g static i")ormatio": the pro3ect "ame, 8G7 "ame, activity "ame,
a"d status%
,he )ields availa*le to you i" the e5mail are assig"ed *y your pro3ect ma"ager i" P6%
&lso, i" P6, you are assig"ed as either a resource assig"me"t or a" activity o+"er%
,al( to your pro3ect ma"ager to )i"d out +hich )ields +ere assig"ed to you a"d i) you
are a resource assig"me"t or a" activity o+"er as some o) the status )ields depe"d
o" your role%
22-
P6 'PPM ser7s /ui&e
*ab!e of *as% &tatus 5ie!0s A#ai!ab!e by E8Mai!
5ie!0 New 6not
starte07
&tarte0
6in8progress7
(one
6co"p!ete07
&a"p!e @a!ue
Resource Assignment
7tart#7tarted
Eate
1$-AP%-&1&
>i"ish#>i"ished
Eate
1'-AP%-&1&
,ime 7pe"t 1d &(
,ime 9e)t 5 &d )(
0E -0emai"i"g
Euratio".
5 $ d
>i"ished -C#<. 5 *
Activit ,)ner
7tart#7tarted
Eate
1$-AP%-&1&
>i"ish#>i"ished
Eate
5 5 1'-AP%-&1&
&ctivity I
Complete
-see "otes. -see "otes. 5 %?
E1pected
>i"ish
5
,ime 7pe"t
-9a*or#<o"la*
or.
1d &(
,ime 9e)t
-9a*or#<o"la*
or.
5 &d )(
0E -0emai"i"g
Euratio"
5 Bd
222
>i"ished -C#<. 5 *
.otes for : /percent complete0:
,he calculatio" o) the &ctivity I Complete )ield depe"ds o" the setti"gs
your pro3ect ma"ager co")igured i" P6% ,he )ield is either calculated usi"g
u"its or duratio", calculated usi"g the perce"tage complete )rom steps,
or a value you e"ter *ased o" your o+" perceptio" o) the +or( you
completed o" this tas(%
4) you e"ter 8, +hich i"dicates the tas( is 1!!I complete, you must also
e"ter
> )or >i"ished -C#<. to mar( this tas( complete%
4) your e5mail applicatio" does "ot support *ul( i"li"e e5mail editi"g i" your
reply message, use the -p#ate this tas' li"( )or each tas(%
E2ample E: <e1t +ee(, Pat re2uests a "e+ list o) tas(s *y e5
mail% 7he receives the "e+ list sho+i"g t+o activities )or Pro3ect
G% 7he +a"ts to update the pro3ect schedule to sho+ that she
has already )i"ished the )irst tas( o" schedule a"d has started
+or( o" the seco"d o"e +ith 1 day a"d B hours o) time already
spe"t% 6o+ever, she has started the seco"d tas( three days
later tha" scheduled% 7he clic(s Repl i" her e5mail applicatio",
leaves the su*3ect li"e as is, a"d ma(es o"ly the )ollo+i"g e"try
i" the *ody o) her reply message )or the )irst tas(:
"inishe# />3.0: +
>or the seco"d tas( +hich +as origi"ally supposed to start o" &pril
1?, she ma(es the )ollo+i"g e"tries i" the same e5mail
reply message:
Start: 1'-Apr-&1&
Time Spent: 1d ,(
8he" she se"ds the message to P6, the schedule is updated
+ith her progress% ,he status o) the )irst tas( is automatically
set to Completed a"d the status o) the seco"d is set to $n
Pro"ress%
&upporting E8"ai! /p0ates with E8"ai! &tatusing &er#ice
Pro3ects may re2uire that P6 users temporarily +or( i" remote locatio"s +ithout
access to the private "et+or( +here the P6 server resides% Eiverse pro3ect teams
may also e1ist +ith some mem*ers updati"g their tas(s usi"g P6, a"d others usi"g
e5mail%
4" order to support the updati"g o) assig"me"t status *y e5mail, you +ill "eed to
veri)y the )ollo+i"g re2uireme"ts have *ee" met%
223
P6 'PPM ser7s /ui&e
,o support e5mail updates )or your team at your orga"iDatio":
1. ;eri)y +ith your admi"istrator that support )or e5mail tas( updates has *ee"
deployed +ith your P6 applicatio" server%
. ;eri)y that the )ollo+i"g items e1ist i" P6:
a% Cou have a valid user accou"t i" P6%
.ote: 8ith a valid user accou"t, you ca" *e assig"ed to
activities as a resource assig"me"t i) your user accou"t is
associated +ith a la*or resource, or as a" activity o+"er%
*% Cour user accou"t is co")igured +ith at least o"e module access
optio"% c% Cour user accou"t must speci)y your o+" u"i2ue e5mail
address%
d% Cour associated resource has o"e or more activity assig"me"ts -or tas2s. )or
at least o"e active pro3ect% ,he e5mail +ill sho+ tas(s that have "ot yet
started, active tas(s i" progress, a"d tas(s you completed i" the last F! days%
.ote: OG7 access to a pro3ect is "ot re2uired i" order )or a
user to ma(e status updates to their assig"ed tas(s *y e5mail%
F. Eo+"load a"d i"stall a"y e5mail clie"t applicatio" or *ro+ser to access +e* mail%
B. Pla" your tas( status *y e5mail process +ith your team a"d ma"ager% >or
e1ample, co"sider details such as the timi"g o) updates *y e5mail versus updates
made i" P6 or other P6 ,eam Mem*er applicatio"s to avoid co")licts%
/p0ating the Progress of Acti#ities /sing E8"ai!
4) E5mail 7tatusi"g 7ervice is co")igured at your orga"iDatio", you ca" re2uest a list
o) your assig"ed activities usi"g e5mail% ,he", you ca" reply +ith your status
updates%
,o update activity status usi"g e5mail:
1. Usi"g a"y e5mail applicatio", log i"to the e5mail accou"t u"i2uely associated
+ith your user accou"t a"d resource e"try i" P6%
. ,o re2uest a list o) your assig"me"ts, se"d a" e5mail message to the P6 status
updates e5mail address speci)ied *y your admi"istrator%
F. 8he" you get the list o) your assig"me"ts as a message i" your i"*o1, ope" it%
B. -Optio"al. ,o update the status o) o"ly a si"gle tas(:
a% Clic( o" the -p#ate this tas' li"(%
*% 4" the resulti"g )orm, e"ter your
updates% c% Clic( Sen#%
.ote: ,o save time, try to update the status o) all your tas(s
at the same time% 4) your e5mail applicatio" does "ot support
*ul( i"li"e e5mail editi"g i" your reply message, you +ill have
to use the -p#ate this tas' step )or each tas(%
224
?. ,o update the status o) o"e or more tas(s at the same time, clic( Repl%
6. 4" the reply message:
a% E"ter your status updates usi"g the approved
)ormatti"g% *% Clic( Sen#%
@. & co")irmatio" message +ill *e se"t to you a)ter your updates have *ee"
processed%
.ote: 4) you "eed assista"ce +ith the optio"s, sy"ta1, or
re2uired )ormatti"g o) these messages, se"d a" e5mail
message +ith o"ly the +ord Help or ? i" the su*3ect li"e to
receive more detailed i"structio"s%
/p0ating the Progress of Acti#ities /sing P6 *ea" Me"ber Web
4) co")igured at your orga"iDatio", P6 ,eam Mem*er 8e* provides a +ay )or team
mem*ers to vie+, update progress, a"d commu"icate a*out their assig"me"ts% 7ee
the P6 Team Mem)er (ser's 'uide%
/p0ating the Progress of Acti#ities /sing the P6 *ea" Me"ber for iPhone App
4) co")igured at your orga"iDatio", the P6 ,eam Mem*er )or iPho"e app provides a
+ay )or remote users to vie+, update progress, a"d commu"icate a*out their
assig"me"ts% 7ee the P6 Team Mem)er (ser's 'uide%
About *i"esheets
8ith the optio"al P6 Progress 0eporter module i"stalled, users ca" su*mit
timesheets re)lecti"g their +or( assig"me"ts o" pro3ects% ,imesheet approval
ma"agers ca" the" approve or re3ect those timesheets%
,imesheets allo+ the user to record hours )or assig"ed activities% ,imesheets are
assig"ed a period a"d a" approval level% ,he period de)i"es the amou"t o) time the
timesheet covers, lasti"g )rom o"e +ee( to a mo"th, a"d +hat day o) the +ee( +ill
co"clude the timesheet% ,he approval level speci)ies ho+ ma"y levels o) approval
are "ecessary to su*mit a timesheet% &pproval levels ra"ge a"y+here )rom "o
approval re2uired to t+o approval levels%
Wor%ing with *i"esheets
0esources re2uired to su*mit their time usi"g the optio"al timesheets provided *y P6
Progress 0eporter +ill "avigate to a" o"li"e timesheet they ca" )ill i" a"d
su*mit )or approval *y their ma"ager%
0esources su*mitti"g a timesheet must meet the )ollo+i"g re2uireme"ts:
225
P6 'PPM ser7s /ui&e
a. ,he resource must *e assig"ed to activities i" the pro3ect%
*. ,he resource must *e assig"ed to a user accou"t +ith ,eam Mem*er or Progress
0eporter module access *y their
admi"istrators%
c. ,he resource must *e desig"ated to use timesheets%
&pproval ma"agers must meet the )ollo+i"g
re2uireme"ts:
a. &pproval ma"agers must *e assig"ed as the P6 Progress 0eporter &pproval
Ma"ager )or the resource su*mitti"g the timesheet%
*. &pproval ma"agers must *e gra"ted P6 Progress 0eporter access *y their
admi"istrators to utiliDe the )ull set o) timesheet )eatures/ ho+ever, a ma"ager
strictly revie+i"g timesheets 3ust "eeds access to the ,imesheet &pproval page
)rom dash*oards%
&)ter a resource completes a" o"li"e timesheet, the assig"ed approval ma"ager )or
the resource, or a desig"ated delegate, the" per)orms a"y o) the )ollo+i"g tas(s:
approves or re3ects the timesheet
"oti)ies the resource a*out the status o) the timesheet
vie+s#determi"es i) a resource has started or su*mitted a particular timesheet
adds timesheet "otes
ru"s a timesheet report i" the Reports sectio" o) P6
.ote: 4) you are a timesheet approval delegate )or a pro3ect
ma"ager, you ca" revie+ timesheets )or resources +ho are
assig"ed to activities +ithi" the pro3ects )or +hich you have
*ee" gra"ted approval rights% & pro3ect ma"ager ca" tra"s)er
timesheet approval rights to diJere"t delegates )or each
pro3ect%
Appro#ing or 2e$ecting *i"esheets
&s a timesheet approval ma"ager or delegate, you ca" approve or re3ect timesheets
)or resources )or +hich you are respo"si*le%
,o approve or re3ect timesheets:
1. Clic( the $ashboar#s me"u a"d select Approve Timesheets%
. O" the Timesheet Approval page:
a% 7elect Pro3ect Ma"ager or 0esource Ma"ager )rom the Approving as list% Or,
i) you are a delegate, select the value )rom the list that *est represe"ts your
curre"t role%
*% 7elect a timesheet period )rom the Timesheet Time Perio# list%
c% Clic( "ilter + a"d select a" optio" to )ilter the results% 7elect Action
+e;uired to vie+ timesheets a+aiti"g your i"put% 7elect All to vie+ all
timesheets )or the selected time period%
,imesheets ca""ot *e approved or re3ected i) the )ilter is set to &ll%
226
d% 7elect the timesheets you +a"t to approve or re3ect% ,o select multiple
timesheets, use CtrlSclic( or 7hi)tSclic(%
e% ,o approve the selected timesheets, clic( Approve Selecte#
Timesheets or right5clic( the timesheets a"d clic( Approve ->6.% Or, to
re3ect the selected timesheets, clic( Re%ect Selecte# Timesheets or
right5clic( the timesheets a"d clic( Re%ect ->@.%
.ote: 4) you re3ect a timesheet, you are prompted to co")irm
the re3ectio", a"d to se"d a re3ectio" e5mail to the associated
timesheet resource% 7elect the chec( *o1 to se"d a "oti)icatio"
*y e5mail, the" clic( ,1% Cou ca" edit the co"te"ts o) the e5mail
as "ecessary%
*ips
,he Timesheets page o) the Application Settings pa"e speci)ies ho+
timesheets are su*mitted a"d approved, i"cludi"g +hether 0esource Ma"agers
or Pro3ect Ma"agers, or *oth, must revie+ a"d approve timesheets% Ma"ager
approval is "ot re2uired i) these setti"gs speci)y that timesheets are
automatically approved upo" su*missio"/ ho+ever, you ca" still revie+ a"d eve"
re3ect those timesheets i) "eeded%
,he PM &pproved a"d 0M &pproved status types are o"ly valid +he" t+o
approval levels are re2uired% 4" this case, the PM &pproved status appears i" the
&ctio" 0e2uired )ilter )or the resource ma"ager +he" t+o approval levels are
re2uired, the PM has approved, a"d resource ma"ager approval is pe"di"g/
li(e+ise, the 0M &pproved status appears i" the &ctio" 0e2uired )ilter )or the
pro3ect ma"ager +he" t+o approval levels are re2uired, the 0M has approved,
a"d pro3ect ma"ager approval is pe"di"g%
4) you are a 0esource Ma"ager, you ca" revie+ timesheets )or resources to +hom
you have *ee" assig"ed as timesheet approval ma"ager% 4) you are a Pro3ect
Ma"ager, you ca" revie+ timesheets )or resources +ho are assig"ed to activities
+ithi" pro3ects )or +hich you are respo"si*le% 4) you are a timesheet approval
delegate )or a 0esource or Pro3ect Ma"ager, you ca" revie+ timesheets )or
resources to +hom the origi"al ma"ager has *ee" assig"ed as timesheet
approval ma"ager%
&en0ing E8Mai! about *i"esheets to 2esources
&s a timesheet approval ma"ager, you ca" se"d a" e5mail "oti)icatio" to a resource
at a"y time% >or e1ample, you might +a"t to remi"d a resource or group o)
resources a*out timesheets that "eed to *e su*mitted% ,he resources a"d users you
"oti)y must already have a valid e5mail address stored i" P6%
,o se"d e5mail a*out timesheets:
a% 7elect a timesheet period )rom the All Timesheets
for list%
22"
P6 'PPM ser7s /ui&e
*% Usi"g the Timesheet Table tool*ar, clic( "ilter +, 4roup +, a"d
!ustomi6e !olumns to vie+ o"ly the timesheets you +a"t% >or e1ample,
to se"d a" e5mail "oti)icatio" to all timesheet resources +ho have "ot
su*mitted a timesheet )or the curre"t period, set the timesheet )ilter to .ot
Submitte#%
c% 7elect o"e or more resource timesheets% ,o select more tha" o"e timesheet,
use
CtrlSclic( or 7hi)tSclic(%
d% Clic( !lic' to sen# an e-mail%
F. 4" the Primavera P6 E-Mail dialog
*o1:
a% P6 pre5)ills the recipie"t list a"d su*3ect o) the e5mail% Edit the recipie"ts
a"d su*3ect as "ecessary%
*% E"ter the message *ody i" the large )ield *elo+ the su*3ect
li"e% c% Clic( E-mail%
.ote: Use the +cc )ield to se"d e5mail to multiple recipie"ts%
,his hides the list o) recipie"ts +he" delivered, sa)eguardi"g
the privacy o) each recipie"t%
Assigning a Pro$ect Manager (e!egate for *i"esheets
4) you are a pro3ect ma"ager, you ca" assig" a temporary delegate to process
timesheets a+aiti"g your approval +hile you are "ot a*le to process them yoursel)%
>or e1ample, you might *e o" *usi"ess travel or vacatio", or the +or(load re2uires
you to assig" timesheet approval respo"si*ility to others%
,o assig" a pro3ect ma"ager delegate:
a% 7elect Pro%ect Manager )rom the Approving
as list% *% Clic( Assign $elegate%
F. 4" the Assign Pro%ect Manager $elegate dialog *o1:
a% 4) more tha" o"e pro3ect is listed, select a pro3ect%
*% Clic( a"d select a user )rom the Select a -ser dialog *o1% Clic( ,1%
c% ,o activate the delegate's approval rights, select the chec( *o1 )or the
pro3ect ro+ +here you "eed to desig"ate a delegate%
d% Clic( Appl%
e% 0epeat )or each pro3ect that you +a"t to assig" to a
delegate% )% Clic( ,1%
*ips
Cou ca" assig" a"y user as your delegate/ ho+ever, the activities that appear i"
the ta*le are depe"de"t o" the delegate's OG7 access%
22(
4) you are a pro3ect ma"ager, the Assign Pro%ect Manager $elegate dialog
displays a list o) all pro3ects )or +hich you are respo"si*le )or processi"g
timesheets% Cou ca" assig" the same delegate to each pro3ect, or you ca" select
a di))ere"t delegate per pro3ect%
,he ma1imum "um*er o) pro3ects displayed i" the Assign Pro%ect Manager
$elegate dialog is co"trolled *y the Ma2imum number of ro)s #isplae# in
trees an# pic' lists value o" the M Preferences page 4lobal ta*%
,o disa*le a delegate's approval rights, clear the chec( *o1 or clear the top5level
optio" to clear all delegate optio"s% 4) you +a"t to remove a user as a pote"tial
delegate i" the Assign Pro%ect Manager $elegate dialog *o1, select the
user's "ame a"d press the $elete (ey or select a"other user to replace the
previously listed user%
Eve" +he" you activate a delegate's approval rights, you co"ti"ue to have
approval rights as a resource ma"ager or pro3ect ma"ager%
8he" you add or remove a delegate's approval rights, the delegate +ill receive a"
e5mail "oti)icatio" i) they have a valid e5mail address de)i"ed +ith their user
accou"t%
8he" addi"g a delegate, the )ormat o) the message is:
<username> (as assi-ned !ou to revie" times(eets .or t(e .ollo"in- projects/
<project 1>0 <project &>0 etc1 Please contact <username> i. !ou need
assistance1
8he" removi"g a delegate, the )ormat o) the message is:
<username> (as removed !our time approval dele-ate ri-(ts .or t(e .ollo"in-
projects/ <project 1>0 <project &>0 etc1 T(an# !ou .or !our assistance1
Assigning a 2esource Manager (e!egate for *i"esheets
4) you are a resource ma"ager, you ca" assig" a temporary delegate to process
timesheets a+aiti"g your approval +hile you are "ot a*le to process them yoursel)%
>or e1ample, you might *e o" *usi"ess travel or vacatio", or the +or(load re2uires
you to assig" timesheet approval respo"si*ility to others%
,o assig" a resource ma"ager delegate:
a% 7elect Resource Manager )rom the Approving
as list% *% Clic( Assign $elegate%
F. 4" the Assign Resource Manager $elegate dialog *o1:
a% Clic( a"d select a user )rom the Select a -ser dialog *o1%
*% ,o activate the delegate's approval rights, select the chec( *o1 "e1t to
the delegate's "ame%
c% Clic( ,1%
221
P6 'PPM ser7s /ui&e
*ips
Cou ca" assig" a"y user as your delegate/ ho+ever, the activities that appear i"
the ta*le are depe"de"t o" the delegate's OG7 access%
,o disa*le a delegate's approval rights, clear the chec( *o1 "e1t to the
delegate's "ame% 4) you +a"t to remove a user as a pote"tial delegate i" the
Assign Resource Manager $elegate dialog *o1, you ca" select the user's
"ame a"d press the $elete (ey or select a"other user to replace the previously
listed user%
Eve" +he" you activate a delegate's approval rights, you co"ti"ue to have
approval rights as a resource ma"ager or pro3ect ma"ager%
8he" you add or remove a delegate's approval rights, the delegate +ill receive a"
e5mail "oti)icatio" i) they have a valid e5mail address de)i"ed +ith their user
accou"t%
8he" addi"g a delegate, the )ormat o) the message is:
<username> (as assi-ned !ou to revie" times(eets .or t(e .ollo"in- people/
<resource 1>0 <resource &>0 etc1
8he" removi"g a delegate, the )ormat o) the message is:
<username> (as removed !our time approval dele-ate ri-(ts .or t(e .ollo"in-
people/
<resource 1>0 <resource &>0 etc1 T(an# !ou .or !our assistance1
About P6 *ea" Me"ber &tatus /p0ates
Pro3ect ma"agers "eed a +ay to vie+ team mem*er status updates *e)ore the
updates are committed to the schedule% ,he team mem*er status updates )eature
e"a*les you to vie+, update, a"d approve activity progress captured *y resource
assig"me"ts or activity o+"ers +ho status activities usi"g ,eam Mem*er
applicatio"s%
8he" setti"g up team mem*er status revie+s i" Pro3ect Pre)ere"ces, you e"a*le
revie+s )or the pro3ect, choose the re2uired revie+er, a"d choose +hether to re2uire
revie+s )or all activity updates i" the pro3ect% 7tatus updates ca" *e tur"ed o" a"d
oJ )or i"dividual activities o" the &ctivities page% 4" additio" to setti"g a revie+er )or
all activities, you ca" set a"other revie+er )or all activities +ithi" a speci)ic 8G7 o"
the &ctivities page% ,he assig"ed status revie+er, or a user +ith &dmi" or Pro3ect
superuser privileges ca" vie+, edit, a"d approve the status updates )or the pro3ect%
8he" a resource or activity o+"er saves a cha"ge i" a ,eam Mem*er applicatio",
the cha"ge appears i" the 0evie+ 7tatus Updates dialog *o1, +hich is accessed
)rom the &ctio"s me"u o" the &ctivities page, or )rom the <oti)icatio"s pa"el, i)
e"a*led% 4" ,eam Mem*er applicatio"s, activities a"d resource assig"me"ts are
re)erred to as tas2s%
,he history o) all activity updates made i" ,eam Mem*er applicatio"s is captured i"
the
Update 6istory detail +i"do+ o" the &ctivities page%
23+
Wor%ing with P6 *ea" Me"ber &tatus /p0ates
4) you are assig"ed the appropriate privileges, you ca" vie+, update, a"d approve
team mem*er status updates%
23-
P6 'PPM ser7s /ui&e
*ab!e of &creen E!e"ents
-te" (escription
Pro%ect "ilter: ,o reduce the "um*er o) status updates displayed
i" the dialog *o1, choose a si"gle pro3ect to vie+% 8he" you clic(
Accept or Accept an# !lose, o"ly the status updates i" the vie+
are approved%
Search: Use search as a"other +ay to )ilter the status updates
visi*le i" the dialog *o1% Cou ca" search usi"g a"y )ield "ame% >or
e1ample, to vie+ all status updates )or a si"gle resource, search o"
the resource's "ame% 8he" you clic( Accept or Accept an#
!lose, o"ly the status updates i" the vie+ are approved%
Resource Assignment or Activit ,)ner: ,hese ico"s
i"dicate +hether the tas( is assig"ed to a resource assig"me"t or
a" activity o+"er%
Sen# E-mail: ,o e5mail a resource assig"me"t or activity o+"er,
clic( the e5mail ico" to ope" a pre)ormatted message i" your e5mail
applicatio"%
=ol#: 4) you "eed to o*tai" more i")ormatio" *e)ore you approve the
status update, place the update o" hold% O"ce you clic( =ol#, the
status update +ill move to the =el# category at the top o) the dialog
*o1% Clic( More777 to vie+ the date the status update +as held%
,eam mem*ers ca" co"ti"ue to ma(e updates to their tas(s eve"
+he" the update is i" the held state% 4) a team mem*er ma(es
a"other update +hile the i"itial status update is i" the held state, the
data is updated a"d a message displays i"dicati"g a cha"ge +as
made%
Remove =ol#: 8he" you are ready to approve a status update i" a
held state, clic( Remove =ol#% ,he status update +ill *e approved
o"ce you clic( Accept%
,verri#e: 4) you "eed to ma(e a correctio" to a status update, clic(
,verri#e% ,he Pen#ing )ields *ecome edita*le% ,he updated
values +ill *e saved to the tas( o"ce you clic( Accept% 4) you clic(
!lose, a message +ill prompt you to save your override values%
Accept a"d Accept an# !lose: 8he" you clic( o"e o) the Accept
*utto"s all the status updates "ot i" a held state are approved% 4) a
)ilter is applied, usi"g a pro3ect )ilter or through the search, o"ly the
status updates i" the )iltered list are approved%
232
Assigning a &tatus 2e#iewer to a W9&
&ssig" a status revie+er to a 8G7 to e"a*le the revie+er to vie+ team mem*er
activity updates, ma(e cha"ges to the updates, a"d approve the updates )or the
selected activities i" the 8G7%
Cou o"ly "eed to per)orm this tas( i) the re2uired revie+er is someo"e other
tha" the revie+er set at the pro3ect level or a user +ith &dmi" or Pro3ect
superuser privileges%
,o assig" a status revie+er to a 8G7:
1. Clic( Pro%ects%
a% 7elect a 8G7%
*% 4" the 4eneral detail +i"do+, dou*le5clic( the Status Revie)er )ield%
.ote: 4) the Status Revie)er )ield is "ot displayed, clic(
!ustomi6e !olumns a"d select Status Revie)er%
B. 4" the Select Status Revie)er dialog *o1, select a revie+er a"d clic( ,1%
?. 4) the 8G7 co"tai"s child 8G7s, you are prompted +ith a choice to assig" the
status revie+er to all child 8G7s i" the pro3ect% Choose >es or .o%
6. Clic( Save%
*ips
,eam mem*er status revie+s must *e e"a*led i" Pro3ect Pre)ere"ces to edit the
Status Revie)er )ield%
& status revie+er is set at the 8G7 level a"d applies to each activity i"cluded i"
the 8G7% 4) a 8G7 i"cludes child 8G7s, the child 8G7s +ill "ot i"herit the
status revie+er assig"ed to the pare"t%
&e!ecting an Acti#ity for 2e#iew
7elect a" activity )or revie+ to e"a*le the pro3ect ma"ager or assig"ed status
revie+er to approve the activity +he" updated *y a team mem*er *e)ore the status
updates are applied to the pro3ect%
,o select a" activity )or revie+:
1. Clic( Pro%ects%
*% 7elect the Revie) Re;uire# optio"%
233
P6 'PPM ser7s /ui&e
.ote: 4) the Revie) Re;uire# optio" is "ot displayed, clic(
!olumns a"d select Revie) Re;uire# )rom the 4eneral category%
B. Clic( Save%
*ips
,eam mem*er status revie+s must *e e"a*led i" Pro%ect Preferences%
4) the Revie) Re;uire# optio" is "ot selected, status updates made *y team
mem*ers are approved automatically% ;ie+ updates )or each activity assig"ed to
a team mem*er i" the -p#ate =istor detail +i"do+%
2e#iewing *ea" Me"ber &tatus /p0ates
0evie+ updates your team mem*ers made to activities% 8hile revie+i"g updates,
you ca" modi)y the data, approve the status updates, or place a hold o" a status
update to reco"cile at a later time% Cou ca" vie+ status updates )or all pro3ects that
you are assig"ed as a revie+er, or you ca" vie+ status updates )or o"ly the pro3ects
that are ope" i" your &ctivities vie+%
.ote: O"ly the )ields updated *y a team mem*er are displayed
i" the Revie) Status -p#ates dialog *o1%
,o vie+ status updates:
1. Clic( Pro%ects%
F. O" the Activities page, clic( the Actions me"u a"d select Revie)
Status
-p#ates to vie+ status updates )or pro3ects ope" i" your curre"t vie+%
.ote: ,o vie+ status updates )or all pro3ects, clic( the
.oti5cations *utto" i" the )ooter, i) e"a*led% 4" the
.otifications pa"el, clic( o" the pe"di"g status updates
message, i) availa*le%
B. 4" the Revie) Status -p#ates dialog *o1:
a% ,o ma(e a cha"ge to a" activity update:
1% Clic( ,verri#e%
% E"ter a "e+ value%
*% ,o place a hold o" a" activity, clic( =ol#%
.ote: ,eam mem*ers ca" co"ti"ue to ma(e updates to
activities o" hold% ,he status updates +ill re)lect the latest
team mem*er updates%
c% ,o remove the hold, clic( Remove =ol#%
234
d% ,o save your override updates +ithout accepti"g all status updates, clic(
!lose%
Cou are prompted to save your cha"ges%
e% ,o accept all activity updates, i"cludi"g a"y override updates you made,
clic(
Accept or Accept an# !lose%
*ips
Pe"di"g updates )or a pro3ect chec(ed out i" P6 Pro)essio"al or ope"ed
e1clusively are "ot displayed u"til the pro3ect is chec(ed i" or the e1clusive loc(
is released%
8he" team mem*ers update &ctual U"its, the updated value )or 0emai"i"g
U"its is displayed +he" the )ield is updated *y the team mem*er or calculated
automatically% ,he 0emai"i"g U"its )ield is displayed eve" +he" the )ield is "ot
selected )or editi"g i" the pro3ect o" the ,eam Mem*er &pplicatio"s page o) the
Pro3ect Pre)ere"ces dialog *o1%
About *he App!y Actua!s 5eature
&)ter progress is recorded *y approvi"g timesheets, e"teri"g actual data, or setti"g
the Auto !ompute Actuals optio", you ca" ru" the Appl Actuals )eature to
update the schedule% ,he Appl Actuals )eature ru"s as a service a"d schedules
activities +ith progress a"d#or activities that have the Auto !ompute Actuals
optio" set%
8he" you ru" Appl Actuals, you ca" move the data date% P6 schedules activities
o"ly +ithi" the speci)ied time period -*et+ee" the curre"t data date a"d "e+ data
date. a"d calculates progress )or those activities that are set to automatically
calculate actuals%
Wor%ing with the App!y Actua!s 5eature
Ge)ore you ru" the Appl Actuals comma"d, decide +hich method you +ill use to
update progress, Auto Compute Actuals or P6 Pro"ress +eporter -timesheets.% 4)
usi"g the Auto Compute Actuals method, e"sure pro3ect ma"agers have mar(ed the
Auto !ompute Actuals optio" )or select activities, resources, a"d e1pe"ses% 4)
usi"g timesheets, ma(e sure all pro3ect resources have recorded their timesheets i"
P6 Progress 0eporter a"d those timesheets have *ee" approved%
8he" you ru" the Appl Actuals comma"d, *oth methods are i"vo(ed to
determi"e the actuals that are applied to a give" pro3ect:
1% Auto !ompute Actuals metho#: &ctual values a"d dates are progressed
)or the activities -a"d their resources a"d e1pe"ses. that are scheduled to
occur *et+ee" the last data date a"d the "e+ o"e% ,his method acts o"
activities, resources, a"d e1pe"ses that have their Auto !ompute Actuals
optio" selected%
% Timesheets metho#: &ctual timesheet hours )rom P6 Progress 0eporter are
applied%
,his method acts o" resource assig"me"ts )or resources +ith the -ses
timesheets
optio" set% 4" P6 Progress 0eporter you also have the optio" o) updati"g
the )ollo+i"g, depe"di"g o" +hat )ields are *ei"g updated:
235
P6 'PPM ser7s /ui&e
a% &ctual u"its
*% &ctual a"d 0emai"i"g U"its
c% &ctual a"d Perce"t Complete
*ab!e of Bey E!e"ents When App!ying Actua!s
-te" (escription
-ses Timesheets optio": 7elect this optio" to i"dicate you +a"t to
allo+ this resource to e"ter hours usi"g timesheets provided *y P6
Progress 0eporter% 8he" applyi"g actuals to the schedule, actual
duratio" u"its -e%g%, hours. )or all the selected resource's
assig"me"ts +ill *e updated *ased o" timesheet data%
Auto !ompute Actuals optio": 7elect this optio" to i"dicate you
+a"t actual hours to *e updated )or resources -sho+" i" this
e1ample., activities, a"d#or e1pe"ses +he" pro3ect actuals are
applied%
Auto !ompute Actuals optio": 7elect this optio" to i"dicate you
+a"t actual hours to *e updated )or activities -sho+" i" this
e1ample., resources, a"d#or e1pe"ses +he" pro3ect actuals are
applied%
Appl Actuals ico": Clic( this tool*ar ico" or select it )rom the Actions
me"u to ope" the &pply &ctuals dialog *o1%
Appl Actuals dialog *o1: >rom the list o) ope" pro3ects, select the
o"es you +a"t actuals to *e applied to% Cou ca" also apply a "e+ data
date% 0ight5clic( a"d select "ill $o)n to apply the "e+ date to
multiple pro3ects% 7elect a method )or calculati"g the remai"i"g
duratio"s i" the Remaining $uration !alculation )ield%
236
E2ample /*abor Resource0: 7arah e"ters her hours )or the most rece"t timesheet
period i" P6 Progress 0eporter% 7he the" su*mits her timesheet )or revie+ a"d
approval% O"ce approved, the timesheet hours are ready to *e applied to the
pro3ect% Paul, the pro3ect ma"ager, ru"s the &pply &ctuals comma"d% P6 loo(s )or all
approved timesheets that )all +ithi" the timesheet period a"d that are less tha" or
e2ual to the .e) $ata $ate value Paul e"tered o" the Appl Actuals dialog *o1%
O"ly 7arah's approved actuals that )all +ithi" the timesheet period +ill get posted% 4)
she e"ters actuals i" timesheets )or ? +ee(s *ut the timesheet period is set )or
every +ee(s, the e"tries that +ere e"tered )or the ?th +ee( +ill "ot get posted
u"til the "e1t timesheet period% 6er approved actual hours +ill *e applied to the
Actual -nits )ield )or the appropriate 9a*or or <o"59a*or assig"me"t +hich +ill
the" trigger the Remaining -nits, Actual $uration a"d Percent !omplete )ields
to *e recalculated%
E2ample /.on-*abor Resource0: & special pump is listed as a "o"5la*or resource
)or a pro3ect% 7i"ce "o"5la*or resources ca""ot e"ter actual hours per day i" a
timesheet, a desig"ated user de)i"ed as a resource e"ters a lump sum amou"t o)
hours used )or the "o"5la*or resource per timesheet period i" the Prior Actuals
)ield% 8he" the Appl Actuals comma"d ru"s agai"st the pro3ect, P6 determi"es i)
a value appears i" this )ield, a"d i) it does, it applies this value -+ith a special
calculatio" )or &4& E0P i"tegratio"s. to the Actual -nits )ield%
App!ying Actua!s to a Pro$ect
&pply actuals to update progress o" the curre"tly selected pro3ects as o) the
speci)ied data date%
,o apply actuals:
methods:
+ith%
Run Appl
Actuals%
B. 4" the Appl Actuals dialog *o1:
a% 7elect the pro3ects to +hich you +a"t to apply
actuals% *% 7elect a date )rom the .e) $ata $ate
cale"dar%
c% 7elect a" optio" )rom the Remaining $uration !alculation list%
d% Clic( Appl%
23"
P6 'PPM ser7s /ui&e
*ips
services that have the applicatio" apply actuals automatically%
About the Auto Co"pute Actua!s 5eature
4"stead o) ma"ually recordi"g actual progress or collecti"g data )rom P6 Progress
0eporter users, you ca" automatically calculate e1pected progress *ased o" the
schedule pla"% ,his tech"i2ue, +hich uses a" optio" called auto5compute actuals,
is a 2uic( a"d co"ve"ie"t +ay to update your pro3ect%
Wor%ing with the Auto8Co"pute Actua!s 5eature
Cou ca" use the auto compute actuals optio" to automatically calculate e1pected
progress *ased o" the schedule pla"% ,he auto compute actuals )eature is availa*le
)or i"dividual activities, resources, or e1pe"ses% Gecause the auto5compute actuals
optio" is availa*le )or these i"dividual eleme"ts, you ca" choose to selectively
per)orm automatic progress calculatio"s as "eeded )or your pro3ect%
Activities
4) you select to compute actuals automatically )or a" activity, the applicatio"
calculates the actual dates, perce"t complete, remai"i"g duratio", a"d actual a"d
remai"i"g u"its )or all assig"ed resources a"d )or the activity e1pe"ses%
!aution: 4) you are collecti"g timesheet data )or a" activity,
you should "ot choose the auto5compute actuals optio"% 4)
you
auto5compute actuals )or a" activity, +he" you update the
pro3ect, actual a"d remai"i"g u"its#costs are automatically
updated )or all o) the activity's assig"ed resources% 4) assig"ed
resources have e1isti"g actuals that they reported )or the
activity through P6 Progress 0eporter, their reported data is
over+ritte" *y the auto5compute calculatio"s%
4) you +a"t to automatically update progress )or some, *ut "ot all, o) a" activity's
resource assig"me"ts, clear the Auto !ompute Actuals optio" )or the activity a"d
select the optio" )or the speci)ic resources you +a"t to update automatically%
Resources
4) you select to compute actuals automatically )or a resource, the applicatio"
calculates the actual a"d remai"i"g u"its )or all o) the resource's assig"me"ts%
23(
.ote: ,o tur" o" the Auto !ompute Actuals optio" )or
i"dividual resources, you must have access to the )eatures
availa*le through the Resources sectio" o) P6 a"d have access
to the speci)ic resources through 0esource 7ecurity privileges%
E2penses
4) you select to compute actuals automatically )or a" e1pe"se, the applicatio"
+ill automatically calculate the estimated e1pe"diture )or a" e1pe"se, *ased
o" the schedule pla"%
App!ying Auto Co"pute Actua!s to Acti#ities
&pply auto compute actuals to activities a"d P6 +ill calculate the actual dates,
perce"t complete, remai"i"g duratio", a"d actual a"d remai"i"g u"its )or assig"ed
resources a"d activity e1pe"ses%
,o apply auto compute actuals:
methods:
+ith%
a% Clic( the Activit 9ie) list a"d select a" activity vie+%
B. 4" the !ustomi6e Activit 9ie) dialog *o1, clic( the !olumns ta*%
?. O" the !olumns ta*, e1pa"d 4eneral i" the Available !olumns list a"d
dou*le5clic(
Auto !ompute Actuals to add it to the Selecte# !olumns list%
6. 4" the !ustomi6e Activit 9ie) dialog *o1, clic( ,1%
@. O" the Activities page:
a% 7elect the Auto !ompute Actuals optio" )or o"e or more activities%
!aution: 4) you are collecti"g timesheet data )or a" activity,
you should "ot select the auto compute actuals optio"% 4) you
auto compute actuals )or a" activity, +he" you update the
pro3ect, actual a"d remai"i"g u"its#costs are automatically
updated )or all o) the activity's assig"ed resources% 4) assig"ed
resources have e1isti"g actuals that they reported )or the
activity through P6
Progress 0eporter, their reported data are over+ritte" *y the
auto compute calculatio"s%
231
P6 'PPM ser7s /ui&e
About &tore Perio0 Perfor"ance
Usi"g the 7tore Period Per)orma"ce )eature, you ca" trac( actual to date u"its a"d
costs% 7tori"g period per)orma"ce records actuals )or the selected )i"a"cial period
alo"g +ith ear"ed value a"d pla""ed value, so you ca" trac( previous periods a"d
compare curre"t a"d )uture tre"ds% Users ca" store period per)orma"ce )or a"y
prede)i"ed period i" the >i"a"cial Period dictio"ary%
&toring Perio0 Perfor"ance
Use the 7tore Period Per)orma"ce )eature, to trac( actual u"its a"d costs to date%
,his )eature allo+s you to trac( previous periods a"d compare curre"t a"d )uture
tre"ds%
,o store period per)orma"ce:
methods:
+ith%
Run Store Perio#
Performance%
B. 4" the Store Perio# Performance dialog *o1, select pro3ects )or +hich you
+a"t to store per)orma"ce a"d clic( Store%
*ips
,o select or clear all pro3ects, select or clear the optio" at the top o) the
optio"s colum"%
24+
About &u""ary (ata
Pro3ects o)te" co"tai" large amou"ts o) data% Users e1pect to rearra"ge a"d group
this data to o*tai" su*totals a"d totals )or status reporti"g% Per)orma"ce pro*lems
+ould "aturally arise i) the data had to *e re5calculated over a"d over )or each mi"or
cha"ge% ,o resolve these issues a"d to o*tai" accurate aggregate values
represe"ti"g su*5totals a"d totals, pro3ects are summariDed usi"g the +e*
summariDer% ,he +e* summariDer creates summar data a"d spread data% -ummar
data mea"s a "e+ summary record is created to store aggregate values )or totals i"
colum"s% -pread data mea"s a "e+
su*5summary or spread record )or each spread period is created +ith o"ly the
i"dividual values )or that period%
E2ample: Cou +a"t to see resource assig"me"ts spa""i"g
multiple resources a"d *rea( out the su*totals *y pro3ect a"d
8G7% Gy summariDi"g the selected pro3ects, the data*ase
per)orms the calculatio"s "ecessary to display su*totals )or all
cost a"d u"it )ields *y resource, *y pro3ect, *y 8G7, a"d *y
time period%
Ma"y )eatures i" P6 a"d P6 Pro)essio"al use summary e"terprise or pro3ect
data calculatio"s spa""i"g multiple records a"d there)ore rely o" the
creatio" o)
up5to5the5mi"ute summariDed data% ,o e"sure that e"terprise records are curre"t,
you "eed to summariDe pro3ects% 7ummariDatio" per)orms the series o)
calculatio"s that
update records +ith a"y "e+ i")ormatio" that has *ee" e"tered si"ce the last
update% 7ummary data ta*les temporarily store a"d share the data%
8he" a pro3ect is summariDed, a scheduled service creates summary data )or
the )ollo+i"g e"tities:
&ll pro3ect data )or a give" pro3ect% ,his i"cludes all the data displayed i"
colum"s i" the ta*les o" the &ctivities, EP7, a"d 0esource &ssig"me"ts pages%
Pro3ect a"d 8G7 data )or each )i"a"cial period or +ee(#mo"th, i"cludi"g totals%
0esources a"d roles *y pro3ect, a"d totals )or all pro3ects -e"terprise
resource summary.%
8he" a" EP7 eleme"t is summariDed, a scheduled service creates summary data )or
the )ollo+i"g e"tities:
EP7 summary records represe"ti"g all pro3ect summary data )or all pro3ects
+ithi" a give" EP7 "ode%
.ote: Port)olio )eatures such as Capacit Plannin",
Per&ormance -tatus, a"d data i" dash*oard portlets re2uire
EP7 summaries% 4) usi"g these )eatures i" the applicatio", you
should use the scheduled 3o* service to summariDe all
pro3ects i" the port)olio%
,he )ollo+i"g types o) pro3ects are "ot summariDed:
,emplates
Gaseli"es
24-
P6 'PPM ser7s /ui&e
0e2uested Pro3ects
8hat5i) 7ce"ario Pro3ects
.ote: Pro3ects that are chec(ed out i" P6 Pro)essio"al or
ope"ed e1clusively *y a"other user ca""ot *e summariDed
eve" i) set to Ena)le -ummari<ation% Pro3ects that are ope"ed
e1clusively *y a"other user ca" o"ly *e summariDed *y that
user%
Wor%ing with the &u""ari=er &er#ice
Cou ca" summariDe data at a"y time or you ca" use the Sche#ule# Services page
to schedule a time +he" data are regularly summariDed% >or e1ample, set the
applicatio" to summariDe every Mo"day at A:!! a%m% 4" each case, pro3ect data are
summariDed accordi"g to the setti"gs you speci)y a"d the "e+ summary values are
saved to the pro3ect data*ase, over+riti"g a"y previously calculated summary
data% 4) you ru" the summariDer )rom the Sche#ule# Services page, you ca"
select to summariDe a" EP7 rather tha" i"dividual pro3ects% Other+ise, a" EP7 "ode
uses the sum o) all the pro3ect records *e"eath it%
Resources
0esource5related )eatures i" P6 that use summary data rely o" the creatio" o)
e"terprise -EP7. resource records% Each record is the sum o) all assig"me"ts )or a
resource% 8he" you summariDe a pro3ect, the applicatio" creates resource records
)or that pro3ect% Each time the service ru"s, the records are updated%
&u""ari=ing Pro$ects
7ummariDe pro3ects to mai"tai" up5to5date pro3ect
data% ,o summariDe pro3ects:
methods:
+ith%
F. O" the EPS page:
a% 7elect a pro3ect or EP7 "ode%
*% Clic( the Actions me"u a"d select Summari6e Pro%ects%
242
*ips
8he" you summariDe pro3ects )rom the Activities page, the applicatio" +ill
summariDe a"y o) the curre"tly ope" pro3ects% 8he" you summariDe )rom the
EPS page, o"ly the selected pro3ects +ill *e summariDed%
Usi"g the Pro%ect Sche#ule# Services page, you ca" schedule the
applicatio" to automatically summariDe pro3ects o" a periodic *asis%
,o summariDe pro3ects a)ter you modi)y high5level pla""i"g assig"me"ts,
select the Automaticall summari6e on leaving the sprea#sheet optio"
o" the !ustomi6e Sprea#sheet dialog *o1 o) the Planning page i" the
Resources sectio"%
Cou ca" also summariDe pro3ects )rom the Actions me"u o) the Activities page%
-ssues
About -ssues
4ssues are perceived pro*lems +ithi" a schedule that re2uire atte"tio" or
corrective actio"% 8he" you create them i" the &ctivities sectio", you ca"
associate them +ith a si"gle pro3ect or +or(group a"d assig" them to a
respo"si*le ma"ager i" the OG7 )or )ollo+5up *ased o" priority% Cou ca" also
associate issues +ith a si"gle activity% 8he" addi"g "e+ issues to a pro3ect or
+or(group, you ca" co"trol the i")ormatio" you capture )or each "e+ issue% Cou
ca" choose to receive e5mail "oti)icatio"s +he" "e+ issues o) a certai" priority are
added, +he" e1isti"g issues are modi)ied, or +he" issues are assig"ed a speci)ic
issue code%
Cou ca" also thi"( o) issues as impedime"ts, actio" items, ope" items, pu"ch lists,
logs, or co"cer"s% Over time, i) you do "ot resolve or close ope" issues or issues
placed o" hold, they ca" *ecome ris(s%
speci)ic criteria%
243
P6 'PPM ser7s /ui&e
Wor%ing with -ssues
4ssues are ("o+" pro*lems +ithi" a" activity, 8G7, pro3ect, or +or(group that
re2uire atte"tio" or corrective actio"% Cou ca" vie+ issues )rom several areas
+ithi" the applicatio":
4" the $ashboar#s sectio", use the M Issues portlet to vie+ issues you are
associated +ith i" the co"te1t o) the )ilter criteria selected )or the dash*oard%
4" the Pro%ects sectio":
>rom the Issues page, you ca" access all issues )or a"y ope" pro3ect%
>rom the Activities page or EPS page, use the Issues detail +i"do+ to vie+
issues associated +ith a" activity, 8G7, or pro3ect%
>rom the Wor'space page, use the Pro%ect Issues portlet to vie+ issues
associated +ith the curre"t pro3ect selected i" the Select Pro%ect list%
>rom the Wor'group Wor'space page, use the Issues portlet to
vie+ issues associated +ith the +or(groups to +hich you *elo"g%
4" each o) these areas, you ca" customiDe ho+ issues are prese"ted% >or e1ample,
you ca" choose to vie+ issues i" either a list or chart )ormat% Cou ca" also co")igure
colum", group, sort, a"d )ilter optio"s to )ocus o" issue data that is most importa"t
to you% &dditio"ally, you ca" add, revise, or delete issues )rom each o) these areas%
8he" addi"g "e+ issues to a pro3ect or +or(group, the issue )orms )eature e"a*les
you to co"trol the i")ormatio" you capture )or each "e+ issue% 4) you add issues )rom
a detail +i"do+, the issue is added as a li"e item a"d does "ot re2uire the selectio"
o) a" issue )orm%
.otes:
,he issue "ame must *e u"i2ue relative to the "ames o)
a"y other issues assig"ed to the same pro3ect, 8G7, or
activity% P6 +ill prompt you +he" it is "ot%
4ssues ca""ot *e created )or template pro3ects%
,o help orga"iDe a"d ma"age issues )or your pro3ect or +or(group, additio"al issue
ma"ageme"t )eatures are availa*le, depe"di"g o" your security privileges% ,o
orga"iDe issues, you ca" assig" e"terprise5level issue codes, +hich e"a*le you to
categoriDe issues i" a +ay that is mea"i"g)ul to you% ,he )eatures )or orga"iDi"g a"d
ma"agi"g issues are accessi*le via the Enterprise $ata optio" o" the A#minister
me"u% Use the issues optio"s i" the Enterprise $ata pa"e to add, edit, a"d delete
issue codes a"d issue user5de)i"ed )ields% ,hese optio"s appear o"ly i) you have the
re2uired privileges%
Creating Pro$ect -ssues
Create pro3ect issues to ide"ti)y pro*lems +ithi" a schedule that must *e
addressed *e)ore the pro3ect ca" *e completed%
,o create a pro3ect issue:
244
1. Clic( Pro%ects%
. O" the Pro%ects "avigatio" *ar, select Issues%
F. O" the Issues page, e1pa"d a pro3ect a"d clic( A## an Issue%
B. 4" the Select an Issue "orm dialog *o1, select a )orm to act as the )ou"datio"
o) the issue a"d clic( ,1%
.ote: 4) "o issue )orms are assig"ed to the pro3ect, the $efault
"orm is the o"ly )orm you ca" choose% ,he $efault "orm
displays all sta"dard issue )ields%
?. O" the A## Issue page, complete at least the re2uired )ields a"d clic( Save%
*ips
,he issue "ame must *e u"i2ue relative to the "ames o) a"y other issues
assig"ed to the same pro3ect, 8G7, or activity%
Cou ca""ot add a" issue to a pro3ect that is chec(ed out or loc(ed% Cou also
ca""ot create issues )or template pro3ects%
Cou ca" also create pro3ect issues )rom the Pro%ect Issues portlet o) the
Wor'space page, the Issues detail +i"do+ o) the Activities page or EPS
page, or the M Issues portlet o) the $ashboar#s page%
Configuring Pro$ect -ssues
Co")igure pro3ect issues to update issues that have *ee" ide"ti)ied )or a
pro3ect% ,o co")igure pro3ect issues:
methods:
+ith%
. O" the Pro%ects "avigatio" *ar, clic( Issues%
F. O" the Issues page, e1pa"d a pro3ect a"d clic( a" issue%
B. O" the $etails of page co")igure the )ollo+i"g sectio"s as "ecessary:
a% 4" the 4eneral sectio", co")igure the )ields a"d lists%
*% E1pa"d the $escription sectio", a"d e"ter a descriptio" i" the te1t
)ield% c% E1pa"d the Issue !o#es sectio" a"d assig" issue codes%
d% E1pa"d the Relate# Items sectio" a"d assig" related docume"ts or issues%
*ips
Cou ca" also co")igure +or(group issues )rom the Issues portlet o) the
Wor'group
Wor'space page%
245
P6 'PPM ser7s /ui&e
Cou ca" also co")igure issues )rom the Pro%ect Issues portlet o) the
Wor'space page or the M Issues portlet o) the $ashboar#s page%
Custo"i=ing Pro$ect -ssues
CustomiDe the display o) pro3ect issues to de)i"e ho+ their availa*le colum"s,
)ilters, groupi"g, a"d chart optio"s appear i" the user i"ter)ace%
,o customiDe pro3ect issues:
1. Clic( Pro%ects%
F. O" the Issues page, clic( !ustomi6e%
B. 4" the !ustomi6e Pro%ect Issues dialog *o1:
a% Clic( the !olumns ta* a"d use the commo" co"trols to co")igure the
Selecte#
!olumns a"d Sort lists%
*% Clic( the "ilter ta* a"d sho+ all availa*le issues or de)i"e a
)ilter% c% Clic( the 4roup ta* a"d co")igure the groupi"g lists
a"d optio"s% d% Clic( the !hart ta* a"d co")igure the chart
)ormat%
e% Clic( Save%
*ips
7elect the All Issues optio" o" the "ilter ta* i) you do "ot +a"t to apply a
)ilter% ,o co"struct a )ilter, select !ustom "ilter a"d co")igure the )ields a"d
lists to create o"e or more )ilter stateme"ts%
Cou ca" also customiDe pro3ect issues )rom the Pro%ect Issues portlet o) the
Wor'space page, the Issues portlet o) the Wor'group Wor'space page, or
the M Issues portlet o) the $ashboar#s page%
Assigning 2e!ate0 -te"s to -ssues
Cou ca" assig" related docume"ts a"d issues to a"
issue% ,o assig" related items to a" issue:
methods:
+ith%
F. O" the Issues page, e1pa"d a pro3ect a"d select a" issue%
B. O" the $etails of page, e1pa"d the Relate# Items sectio"%
?. 4" the Relate# Items sectio":
246
,o relate docume"ts, clic( Relate $ocuments a"d select docume"ts
)rom the dialog *o1%
,o related issues, clic( Relate Issues a"d select issues )rom the dialog *o1%
*ips
,o remove a docume"t or issue, select the optio" "e1t to the "ame o) the item
a"d clic( Remove%
,he i"structio"s i" this topic assume that the co"te"t repository is co")igured%
,he Relate# $ocuments dialog *o1 +ill o"ly display docume"ts o) the
selected pro3ect%
Cou ca" also assig" items to issues )rom the Pro%ect Issues portlet o) the
Wor'space page% Cou ca" assig" items to +or(group issues )rom the Issues
portlet o) the Wor'group Wor'space page%
&en0ing E8Mai! about -ssues
Cou ca" se"d e5mails a*out pro3ect a"d +or(group issues that i"clude *asic
i")ormatio", such as pro3ect, issue "ame, priority a"d due date%
,o se"d issue e5mails:
methods:
+ith%
F. O" the Issues page, e1pa"d a pro3ect a"d clic( E-Mail )or o"e o) the issues%
B. 4" the E-mail dialog *o1:
*ips
Cou must have a" e5mail address listed i" you user pro)ile to se"d a" e5mail%
,he e5mail message is pre5)illed +ith the addresses o) the pro3ect ma"ager
a"d respo"si*le ma"ager% ,he su*3ect area is pre5)illed +ith *asic
i")ormatio", such as pro3ect, issue "ame, priority a"d due date%
Cou ca" also se"d issue e5mails )rom the Issues portlet o) the Wor'group
Wor'space page, the Pro%ect Issues portlet o) the Wor'space page, or the
M Issues portlet o" the $ashboar#s page%
24"
P6 'PPM ser7s /ui&e
About -ssue Co0es
speci)ic criteria%
Assigning -ssue Co0es
Cou ca" assig" issue codes to orga"iDe a"d categoriDe issues i" a +ay that is
mea"i"g)ul to you%
,o assig" a" issue code:
methods:
+ith%
F. O" the Issues page, e1pa"d a pro3ect a"d select a" issue%
B. O" the $etails of page, e1pa"d the Issue !o#es sectio" a"d clic( Assign Issue
!o#es%
?. 4" the Select Issue !o#es detail +i"do+, select a code a"d clic( Assign%
*ips
Cou ca" o"ly assig" o"e issue code at a time% Clic( Assign Issue !o#es
agai" to assig" a"other code%
Cou ca" also assig" issue codes )rom the Pro%ect Issues portlet o" the
Wor'space
page or the M Issues portlet o" the $ashboar#s page%
About -ssue 5or"s
&" issue )orm is a template, or )rame+or(, that you ca" use to create "e+ issues%
4ssue )orms speci)y the i")ormatio" re2uired )or addi"g a "e+ issue to the pro3ect%
Cou ca" create issue )orms to capture issue i")ormatio" speci)ic to a departme"t
i" your orga"iDatio", or )or a"y other speci)ic purpose%
24(
Creating -ssue 5or"s
Create a" issue )orm to capture all the attri*utes your orga"iDatio" +a"ts to trac(
+he" users add issues to a pro3ect% Each )orm helps mai"tai" co"siste"cy +he"
)uture issues are ide"ti)ied% Pro3ect mem*ers must select a" issue )orm to serve as
a template +he" they +a"t to create a "e+ issue%
,o create a" issue )orm:
1. Clic( Pro%ects%
. O" the Pro3ects "avigatio" *ar, clic( Issues%
F. O" the 4ssues page, clic( Issue "orms%
B. 4" the Issue "orms pa"e, clic( Mo#if a"d the" clic( A## "orm%
?. 4" the Select a "orm to !op dialog *o1, select a" e1isti"g )orm or the de)ault
)orm to copy as the *asis )or your "e+ )orm% Clic( ,1%
6. O" the Issue "orms page:
a% E"ter a "ame i" the "orm .ame )ield%
*% 7elect or clear the $ispla optio"s to determi"e +hich attri*utes appear
+he" users add "e+ issues *ased o" this )orm%
c% ,o associate issues +ith codes, e1pa"d the Issue !o#es sectio", clic( Assign
Issue
!o#es, a"d select issue codes )rom the dialog *o1%
d% ,o associate issues +ith UE>s, e1pa"d the -ser $e5ne# "iel#s sectio", clic(
Assign
-ser $efine# "iel#s, a"d select user5de)i"ed )ields )rom the dialog *o1%
@. >or all the attri*utes you assig"ed or mar(ed +ith the $ispla chec( *o1:
a% 7et their $efault 9alue )ields, i) availa*le% 7elect a value )rom the list, e"ter
a value i" the )ield, or clic( a"d select a value )rom the dialog *o1%
*% 7elect the Re;uire# chec( *o1 )or each attri*ute you +a"t to desig"ate
as ma"datory% Users must provide data )or these )ields +he" addi"g "e+
issues *ased o" this )orm%
A. O" the 4ssue >orms page, clic( the Access ta*%
9. O" the &ccess ta*, clic( Assign Pro%ects%
1!. 4" the 7elect a Pro3ect dialog *o1, select a pro3ect i" +hich you +a"t to ma(e
this )orm availa*le )or users addi"g "e+ issues% Clic( Assign% 0epeat this step
)or all pro3ects i" +hich this issue )orm should *e availa*le% Clic( !lose%
11. Clic( Save%
*ips
,o modi)y a )orm, "avigate to the Issue "orm $etails page a"d select a )orm i"
the
4ssue >orms pa"e%
,o delete a" issue code, user5de)i"ed )ield, or pro3ect assig"me"t, clic(
$elete i" the item's ro+% ,o delete a" e"tire issue )orm, select the )orm )irst i"
the Issue "orms pa"e% ,he", i" that same pa"e, clic( Mo#if, a"d the"
clic( $elete%
241
P6 'PPM ser7s /ui&e
Assigning Pro$ects to -ssue 5or"s
Cou ca" speci)y the issue )orms you +a"t to ma(e availa*le )or use i" a pro3ect%
8he" you assig" a pro3ect to a" issue )orm, it *ecomes availa*le )or pro3ect
mem*ers to use +he" they add a "e+ issue to a pro3ect or +or(group +ithi" the
pro3ect%
,o assig" pro3ects to issue
)orms:
methods:
+ith%
Issues%
F. O" the Issues page, clic( Issue
"orms%
B. O" the Issue "orms page, clic( the Access
ta*%
?. O" the Access ta*, e1pa"d the Pro%ects sectio" a"d clic( Assign
Pro%ects%
6. 4" the Select a Pro%ect dialog *o1, assig" pro3ects to the issue )orm a"d clic(
!lose%
@. O" the Access ta*, clic(
Save%
*ips
Cou ca" assig" multiple pro3ects to issue
)orms%
Cour access to pages, ta*s, a"d me"u items is co"trolled *y the setti"gs
de)i"ed i" your assig"ed user i"ter)ace vie+% Eepe"di"g o" your vie+ setti"gs,
you might *e a*le to cha"ge your vie+ pre)ere"ces to sho+ or hide items
accordi"g to your "eeds%
2is%s
About 2is%s
0is(s are a"y u"certai" eve"ts or co"ditio"s that, i) they occur, have a positive or
"egative eJect o" pro3ect o*3ectives% 0is(s are also ("o+" as threats, +ar"i"gs,
imperatives, escalatio" "otices, or 3eopardies% Positive ris(s are o)te" classi)ied as
opportu"ities +hich, i) they occur, are realiDed as re+ards% ,horough docume"tatio"
a"d a"alysis o) ris(s over multiple pro3ects o))er lesso"s, a"d pote"tially cost a"d
time savi"gs, )or all )uture pro3ects%
25+
Wor%ing with 2is%s Enterprise (ata
0is( E"terprise data is used to setup categories, ris( scori"g matrices, a"d
thresholds that are sta"dard across your compa"y% ,he categories a"d matrices that
are assig"ed to a pro3ect ca" *e displayed i" the ris( register, +hich is located o"
the Ris's page i" the Pro%ects sectio"%
Ris' !ategories page: 0is( categories are used to categoriDe a"d orga"iDe pro3ect
ris(s% ,hey are glo*al across the e"terprise a"d are a mecha"ism to group ris(s
across multiple pro3ects to see ris( tre"ds across the orga"iDatio" as +ell as a si"gle
pro3ect% ,ech"ical, Operatio"al, a"d E1ter"al are e1amples o) ris( categories that
might apply to a typical pro3ect% ,he ris( categories are created i" the 0is(s
E"terprise Eata area a"d assig"ed o" the Ris's page i" the Pro%ects sectio"%
Ris' Scoring Matrices page: Create a ris( scori"g matri1 to per)orm 2ualitative
ris( a"alysis o" your pro3ect ris(s% 8he" creati"g a ris( scori"g matri1, you must
de)i"e the pro*a*ility, tolera"ce, cost, a"d schedule impacts% &dditio"ally, you ca"
add user5de)i"ed impacts to the matri1% Cou must also assig" a ris( scori"g method
-6ighest 4mpact, &verage 4mpact, a"d &verage 4"dividual 4mpact. to the matri1% &
pro*a*ility a"d impact diagram is created *ased o" the i")ormatio" assig"ed i" the
matri1% Clic( o" the Probabilit an# Impact $iagram detail +i"do+ to vie+ the
diagram%
,o use the ris( scori"g matri1, you must add the pro3ects you +a"t to use the matri1
to the ris( scori"g matri1 )rom the Pro%ects detail +i"do+% Cou ca" also assig" a
ris( scori"g matri1 to a pro3ect o" the EPS page i" the Pro%ects sectio"%
.ote: Cou ca" add ris(s to a pro3ect +ithout a ris( scori"g
matri1/ ho+ever, you ca""ot per)orm 2ualitative ris( a"alysis
a"d +ill "ot *e a*le to assig" pro*a*ility or impact thresholds
+ithout a ris( scori"g matri1% Cou ca" add a ris( scori"g
matri1 to the pro3ect at a"y time%
Ris' Threshol#s page: Create ris( thresholds, i"cludi"g pro*a*ility, tolera"ce,
cost impact, schedule impact, a"d a"y additio"al user5de)i"ed impacts, )or use i"
the ris( scori"g matri1%
Ris' -$"s page: 0is( user5de)i"ed )ields -UE>s. are used to trac( additio"al
i")ormatio" a*out the ris( that is "ot provided *y the sta"dard ris( )ields% Create
0is( UE>s +he" it is "ecessary to vie+ additio"al data )ields o" the Ris's page% &
ris( UE> ca" i"clude a te1t stri"g, a "umerical value, start date, )i"ish date, cost,
i"teger, or i"dicator%
Configuring 2is% Enterprise (ata
Cou ca" co")igure e"terprise data to i"clude ris( categories a"d ris( UE>s, a"d to
de)i"e the criteria )or per)ormi"g 2ualitative ris( a"alysis usi"g a ris( scori"g matri1%
,o de)i"e the criteria )or per)ormi"g 2ualitative ris( a"alysis, per)orm the )ollo+i"g
tas(s:
1. Creating Ris3 Threshol"s -o" page ?B.
25-
P6 'PPM ser7s /ui&e
. Creating Ris3 &coring Matrices -o" page ?9.
F. Assigning a Ris3 &coring Matri/ to a Pro4ect -o" page 6!.
,o co")igure ris( categories or ris( UE>s, per)orm the )ollo+i"g tas(s:
1. Creating Ris3 Categories -o" page 6.
. Creating Ris3 U$5s -o" page A1.
About 2is% *hresho!0s
0is( thresholds are a ra"ge o) values -mo"etary, time, 2uality, tech"ical, etc%.
used i" rati"g or assessi"g the impact o) the ris( to the pro3ect%
,hese thresholds are the i"puts used to create a ris( scori"g matri1, +hich is the
overall scori"g mecha"ism used to per)orm 2ualitative ris( a"alysis o" your
pro3ect ris(s%
Wor%ing with 2is% *hresho!0s
>rom the Ris' Threshol#s page, create ris( thresholds )or use i" ris( scori"g
matrices% 0is( thresholds "ecessary )or a ris( scori"g matri1 are:
Probabilit: ,he li(elihood o) a ris( occurri"g%
Tolerance: ,he accepta*ility or ma"agea*ility o) a ris( o" a pro3ect%
Sche#ule Impact b percentage or value: ,he amou"t o) time the ris( +ill
i"crease or decrease the pro3ect schedule, de)i"ed as either a perce"tage o) the
pro3ect's pla""ed duratio" -*y perce"tage. or as a duratio" value -*y value.%
!ost Impact b percentage or value: ,he cost impact i) a ris( occurs, de)i"ed
as either a perce"tage o) the pro3ect's pla""ed cost -*y perce"tage. or as a
mo"etary value%
252
&dditio"al user5de)i"ed impacts ca" *e added to trac( impacts such as
Political, E"viro"me"tal, or 0eputatio"%
*ab!e of 2is% *hresho!0 E!e"ents
-te" (escription
Ris' Threshol# tool*ar
Ris' Threshol# +or( area: Ee)i"e the ris( threshold "ame, type
-Pro*a*ility, ,olera"ce, 7chedule 4mpact *y perce"tage or value,
Cost 4mpact *y perce"tage or value, User5Ee)i"ed 4mpact., a"d
"um*er o) thresholds levels i" this +or( area% Each threshold ca"
have 5 9 levels/ ho+ever, the cost impact, schedule impact, a"d
a"y user5de)i"ed impacts must have the same "um*er o) levels )or
a give" ris( scori"g matri1%
4" the e1ample a*ove, the Cost 4mpact *y value, 7chedule 4mpact *y
value, Pro*a*ility, a"d ,olera"ce thresholds are de)i"ed )or the
6ar*our Poi"te &ssisted 9ivi"g co"structio" pro3ect% ,he Cost 4mpact
a"d 7chedule 4mpact thresholds are each de)i"ed +ith ? levels a"d
the Pro*a*ility threshold is also de)i"ed +ith ? levels% ,he ris(
scori"g matri1 usi"g these thresholds +ill have a matri1 siDe o) ? 1
?%
>or each ris( scori"g matri1, o"ly o"e threshold )or Pro*a*ility,
,olera"ce, 7chedule 4mpact, a"d Cost 4mpact is allo+ed% Cou ca" add
as ma"y user5de)i"ed impacts as "ecessary% Cou create multiple
thresholds o) the same type, *ut +ith di))ere"t values, +he" you
create multiple ris( scori"g matrices%
253
P6 'PPM ser7s /ui&e
-te" (escription
*evels detail +i"do+: ,he details )or each level are de)i"ed i" this
+i"do+% Ee)i"e a "ame )or each level a"d a code, +hich is a short
"ame or a**reviatio" )or the "ame% &lso, de)i"e the ra"ge o)
accepta*le values )or that level/ the ra"ge levels could *e a
perce"tage value, dollar amou"t, "um*er o) days, or a te1t stri"g
depe"di"g o" the chose" threshold% Cou ca" de)i"e a color )or each
threshold level/ ho+ever, you should de)i"e colors )or the tolera"ce
threshold% ,he colors )or the threshold are used to give visual
represe"tatio" i" the ris( register% ,he colors )or the tolera"ce
threshold are used i" the Pro*a*ility a"d 4mpact Eiagram -P4E. to
visually represe"t the threshold values% More importa"tly, the colors
display i" the 7core a"d 7core -te1t. )ields o" the ris( register o" the
Ris's page% ,his e"a*les you to easily ide"ti)y +here i" the ris(
scori"g matri1 this ris( )alls i" terms o) severity%
4" the e1ample a*ove, the ,olera"ce threshold is de)i"ed +ith F
levels -6igh, Medium, a"d 9o+. a"d each ra"ge is assig"ed a color%
Cou +ill see the impact o) the color a)ter you create a ris( scori"g
matri1, assig" the thresholds to the matri1, a"d assig" a ris( scori"g
method%
Creating 2is% *hresho!0s
Create ris( thresholds to use +he" creati"g a ris( scori"g matri1% 8he" creati"g ris(
thresholds, you must de)i"e the pro*a*ility threshold, cost impact threshold *y
perce"tage or value, schedule impact threshold *y perce"tage or value, a"d
tolera"ce threshold% Cou ca" also de)i"e as ma"y user5de)i"ed impacts as "ecessary%
,o create ris( thresholds:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Ris's a"d clic( Ris' Threshol#s%
F. O" the Ris' Threshol#s page:
*% 4" the .ame )ield, dou*le5clic( a"d type a threshold "ame%
c% 4" the Tpe )ield, dou*le5clic( a"d select a type o) ris( )rom the list%
d% 4" the *evels )ield, dou*le5clic( a"d select a level "um*er )rom the list%
B. 4" the *evels detail +i"do+, de)ault values are assig"ed )or the !o#e, .ame,
a"d Range values% Use the de)ault values provided, or dou*le5clic( a"y )ield to
customiDe it%
254
.ote: Cou ca" de)i"e a color )or each threshold level to visually
represe"t the values +he" +or(i"g the ris( register o" the
Ris's page i" the Pro%ects sectio"% 6o+ever, you should
de)i"e colors )or the tolera"ce threshold% ,he colors )or the
tolera"ce threshold are used to color the Score )ield o" the ris(
register o" the Ris's page% ,his e"a*les you to easily ide"ti)y
+here i" the ris( scori"g matri1 this ris( )alls i" terms o)
severity%
?. O" the Ris' Threshol#s page, clic( Save -CtrlS7.%
*ips
,he Cost $mpact ) percenta"e a"d -chedule $mpact ) percenta"e optio"s allo+
you to assess ris( +ithout havi"g to de)i"e a*solute values% ,his e"a*les you to use
the same ris( scori"g matri1 across multiple pro3ects%
Mo0ifying 2is% *hresho!0s
4) you are goi"g to cha"ge the type or level o) a threshold that is curre"tly assig"ed
to a scori"g matri1, you must )irst remove the threshold )rom the ris( scori"g matri1
a"d assig" a "e+ threshold%
,o delete a threshold )rom a ris( scori"g matri1:
A#minister
$ata%
. 4" the Enterprise $ata pa"e, e1pa"d Ris's a"d clic( Ris' Scoring Matrices%
F. O" the Ris' Scoring Matrices page:
a% 9ocate the ris( scori"g matri1 that i"cludes the threshold you are
modi)yi"g% *% Eou*le5clic( i" the appropriate threshold )ield%
B. 4" the Select Threshol# dialog *o1, choose a di))ere"t threshold a"d clic(
Assign, a"d the" clic( !lose%
?. O" the Ris' Scoring Matrices page, clic( Save
-CtrlS7.% ,o modi)y a ris( threshold:
. 4" the Enterprise $ata pa"e, e1pa"d Ris's a"d clic( Ris' Threshol#s%
F. O" the Ris' Threshol#s page:
a% 9ocate the threshold you are modi)yi"g%
*% Eou*le5clic( i" the )ield you are modi)yi"g a"d update the value%
.ote: 4) you are modi)yi"g the "um*er o) levels assig"ed to a
threshold, all data )or e1isti"g levels are over+ritte" a"d
replaced +ith the de)ault values )or that level%
255
P6 'PPM ser7s /ui&e
About 2is% &coring Matrices
& ris( scori"g matri1 is a 2ualitative a"alysis tool used to calculate the impact o) a
ris( o" a pro3ect% & ris( scori"g matri1 i"cludes pro*a*ility threshold values, cost a"d
impact threshold values, a"d a"y additio"al user5de)i"ed impact threshold values,
+hich are all used i" the calculatio" o) the ris( score% ,he score is used to give a"
overall rati"g o) a ris( depe"di"g o" the pro*a*ility a"d impact thresholds assessed
i" the pro3ect% ,he scores are used to help determi"e i) the ris( should *e addressed
duri"g the course o) the pro3ect, or i) the ris( does "ot prese"t a sig"i)ica"t impact
to the cost or schedule o) the pro3ect%
Wor%ing with 2is% &coring Matrices
Use the Ris' Scoring Matrices page to create a ris( scori"g matri1 )or o"e or
more pro3ects% ,he i"puts to the ris( scori"g matri1 are the ris( thresholds, +hich
you create o" the Ris' Threshol#s page )rom the Enterprise $ata sectio"%
*ab!e of 2is% &coring Matrices E!e"ents
-te" (escription
Ris' Scoring Matrices tool*ar
256
-te" (escription
Ris' Scoring Matrices +or( area: ,his +or( area co"tai"s all the
ris( scori"g matrices de)i"ed )or your compa"y% ,he "um*er o) ris(
scori"g matrices you create is determi"ed *y ris( a"alysis practices
i"corporated i" your *usi"ess% Cou might have o"e corporate5+ide
ris( scori"g matri1 that is used )or all pro3ects, or you might have
several matrices +hich are used depe"di"g o" di))ere"t )actors, such
as pro3ect siDe% >or e1ample, a "e+ developme"t pro3ect might
re2uire di))ere"t cost impact a"d schedule impact threshold values
tha" a pro3ect )or a "e+ )eature developme"t o" a" e1isti"g product%
,here might also *e situatio"s +here a pro3ect is a 3oi"t5ve"ture or
is per)ormed *y a co"tractor a"d the prime o+"er's matri1 must *e
used% 6o+ever, )or a"y pro3ect, o"ly o"e matri1 is assig"ed%
4" the +or( area a*ove, this compa"y has a "eed )or multiple ris(
scori"g matrices, i"cludi"g a separate ris( scori"g matri1 )or the
6ar*our Poi"te &ssisted 9ivi"g co"structio" pro3ect%
8he" creati"g a ris( scori"g matri1, you choose a matri1 siDe *ased
o" the "um*er o) levels assig"ed to your pro*a*ility a"d impact
thresholds de)i"ed o" the Ris' Threshol#s page% Usi"g the 6ar*our
Poi"te 0is( 7cori"g Matri1 as a" e1ample, the ris( scori"g matri1 is ?
1 ?% ,he )irst ? represe"ts the "um*er o) levels assig"ed to the
pro*a*ility threshold a"d the seco"d ? represe"ts the "um*er o)
levels assig"ed to the cost a"d schedule impact thresholds%
<e1t, choose the ris( scori"g method to use )or ris( score calculatio"s%
25"
P6 'PPM ser7s /ui&e
-te" (escription
Ris' Scoring Matrices detail +i"do+s:
$escription: Eescri*e the ris( scori"g matri1%
Pro%ects: &ssig" the matri1 to o"e or more pro3ects% <ote that o"ly
o"e matri1 ca" *e assig"ed to a si"gle pro3ect% 4) a matri1 is "ot
assig"ed to a pro3ect, ris(s ca" still *e e"tered i" the ris( register o"
the Ris's page/ ho+ever, the pro*a*ility, cost impact, a"d schedule
impact threshold )ields are disa*led, a"d you ca""ot use the
2ualitative a"alysis )eatures o) the applicatio"% &t a"y time you ca"
create a matri1 a"d assig" it to a" e1isti"g pro3ect%
Probabilit an# Impact $iagram /PI$0: ,he P4E is a graphical
represe"tatio" o) the selectio"s made i" the 0is( 7cori"g Matrices
+or( area% ,he "um*er o) ro+s a"d colum"s is determi"ed *y the
matri1 siDe% ,he ro+s are the pro*a*ility levels a"d the colum"s are
the impact levels%
,he code a"d "ame )ields )or the impact threshold levels are
customiDa*le +he" creati"g a threshold/ there)ore, the colum" la*els
)or the impacts are =7everity n%= ,he "um*er o) severity colum"s
re)lects the "um*er o) levels assig"ed to the impact thresholds%
,he color codi"g i"dicates the tolera"ce threshold assig"ed to the
ris( scori"g matri1% ,hese same tolera"ce colors are also visi*le i"
the Score an# Score /Te2t0 )ields o" the ris( register o" the
Ris's page +he" ris( values are e"tered%
Probabilit: ,he details o) the pro*a*ility threshold assig"ed to the
matri1 "eeded to per)orm a 2ualitative assessme"t o" pro3ect ris(s%
,his detail +i"do+ is read5o"ly% ,o cha"ge a"ythi"g related to the
threshold, "avigate to the Ris' Threshol#s page%
Impacts: ,he details )or the impact thresholds assig"ed to the
matri1% & cost a"d schedule impact must *e de)i"ed )or the matri1
to per)orm a 2ualitative assessme"t o" pro3ect ris(s% &" u"limited
"um*er o)
user5de)i"ed impact thresholds ca" *e assig"ed to the matri1% >rom
this detail +i"do+, you ca" add or delete impacts to the matri1/
ho+ever, you ca""ot modi)y the threshold values% ,o cha"ge
a"ythi"g related to the threshold, "avigate to the Ris' Threshol#s
page%
Tolerance: ,he details )or the tolera"ce threshold assig"ed to the
matri1% ,his detail +i"do+ is read5o"ly% ,o cha"ge a"ythi"g related
to the threshold, "avigate to the Ris' Threshol#s page%
25(
Creating 2is% &coring Matrices
Create a ris( scori"g matri1 to per)orm 2ualitative a"alysis o" pro3ect ris(s% Pro3ect
ris( is assessed *ased o" the thresholds de)i"ed i" the ris( scori"g matri1%
Ge)ore creati"g a ris( scori"g matri1, you "eed to )irst de)i"e ris(
thresholds% ,o create a ris( scori"g matri1:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Ris's a"d choose Ris' Scoring
Matrices%
F. O" the Ris' Scoring Matrices page:
*% 4" the .ame )ield, clic( a"d type a u"i2ue
"ame% c% 4" the Matri2 Si6e )ield, dou*le5clic(
a"d clic( %
B. 4" the Select Matri2 Si6e dialog *o1:
a% Choose a threshold level )or the Probabilit Threshol# *evel a"d Impact
Threshol#
*evel )ields%
.ote: Cou must have already de)i"ed thresholds +ith the
"um*er o) levels you are assig"i"g to the matri1% 4) you do "ot
have a threshold +ith the same "um*er o) levels, you +ill *e
a*le to select the matri1 siDe, *ut you +ill "ot *e a*le to add a
threshold%
*% Clic( ,1%
?. O" the Ris' Scoring Matrices page, dou*le5clic( i" the Probabilit Threshol#
)ield a"d clic( %
6. 4" the Select Probabilit Threshol# dialog *o1, choose a pro*a*ility a"d clic(
,1%
@. O" the Ris' Scoring Matrices page, dou*le5clic( i" the Impact Threshol#s
)ield a"d clic( %
A. 4" the Select Impact Threshol#s dialog *o1:
a% 7elect a !ost Impact a"d clic( Assign%
*% 7elect a Sche#ule Impact a"d clic( Assign%
c% 7elect a"y additio"al impacts a"d clic(
Assign% d% Clic( !lose%
9. O" the Ris' Scoring Matrices page, dou*le5clic( i" the Tolerance Threshol#
)ield a"d clic( %
1!. 4" the Select Tolerance Threshol# dialog *o1, choose a tolera"ce a"d clic(
,1%
11. O" the Ris' Scoring Matrices page, dou*le5clic( i" the Ris' Scoring Metho#
)ield a"d select a ris( scori"g method )rom the list%
1. 4" the $escription detail +i"do+, type a descriptio" o) the ris( scori"g matri1%
251
P6 'PPM ser7s /ui&e
1F. O" the Ris' Scoring Matrices page, clic( Save
-CtrlS7.%
Assigning a 2is% &coring Matri3 to a Pro$ect
Cou "eed to assig" a scori"g matri1 to a pro3ect *e)ore it ca" *e used to prioritiDe
ris(s% O"ce you assig" a scori"g matri1 to a pro3ect, it is availa*le )or use )rom the
ris( register o" the Ris's page i" the Pro%ects sectio"%
Cou ca" assig" a ris( scori"g matri1 to a pro3ect )rom di))ere"t areas i" the
applicatio", depe"di"g o" the tas(s you are +or(i"g o" at the time%
7ee Assigning a Ris3 &coring Matri/ to a Pro4ect from the #P& Page
-o" page 61.
+he" setti"g up a pro3ect%
7ee Assigning a Ris3 &coring Matri/ to a Pro4ect from the #nterprise
$ata Pane -o" page 6!. +he" de)i"i"g a ris( scori"g matri1 a"d applyi"g
the matri1 to multiple pro3ects%
7ee Assigning a Ris3 &coring Matri/ to a Pro4ect from the Portfolios
&ection -o" page
61. +he" ma"agi"g a port)olio%
2e!ate0 *opics
&ssig"i"g a 0is( 7cori"g Matri1 to a Pro3ect )rom the E"terprise Eata Pa"e %% 6!
&ssig"i"g a 0is( 7cori"g Matri1 to a Pro3ect )rom the EP7 Page%%%%%%%%%%%%%%%%%%%%%%% 61
&ssig"i"g a 0is( 7cori"g Matri1 to a Pro3ect )rom the Port)olios 7ectio" %%%%%%%%% 61
Assigning a 2is% &coring Matri3 to a Pro$ect fro" the Enterprise (ata Pane
Cou "eed to assig" a ris( scori"g matri1 to a pro3ect *e)ore it ca" *e used to
prioritiDe ris(s% O"ce you assig" a scori"g matri1 to a pro3ect, it is availa*le )or
use )rom the ris( register o" the Ris's page i" the Pro%ects sectio"%
Cou ca" assig" a ris( scori"g matri1 to a pro3ect )rom multiple locatio"s i" the
applicatio"% Use this method +he" you are de)i"i"g a ris( scori"g matri1 a"d "eed to
apply the matri1 to o"e or more pro3ects%
,o assig" a ris( scori"g matri1 to a pro3ect )rom the E"terprise Eata pa"e:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Ris's a"d clic( Ris' Scoring Matrices%
F. O" the Ris' Scoring Matrices page, clic( the Pro%ects detail +i"do+%
B. 4" the Pro%ects detail +i"do+, clic( Assign -4"sert.%
?. 4" the Select Pro%ect dialog *o1:
a% 7elect a pro3ect a"d clic( Assign%
26+
.ote: 4) the pro3ect you selected is assig"ed to a"other ris(
scori"g matri1, the threshold values you previously set )or the
pro3ect are removed% Cou +ill "eed to select values usi"g the
"e+ly assig"ed ris( scori"g matri1%
*% 7elect a"y additio"al pro3ects a"d clic(
6. O" the Ris' Scoring Matrices page, clic( Save -CtrlS7.%
Assigning a 2is% &coring Matri3 to a Pro$ect fro" the EP& Page
applicatio"% Use this method +he" you are setti"g up a pro3ect or modi)yi"g pro3ect
setti"gs%
,o assig" a ris( scori"g matri1 to a pro3ect )rom the EP7 page:
1. Clic( Pro%ects%
F. O" the EPS page:
a% 9ocate the pro3ect you +a"t to associate +ith a ris( scori"g
matri1% *% Eou*le5clic( i" the Ris' Scoring Matri2 )ield a"d clic(
%
B. 4" the Select Ris' Scoring Matri2 dialog *o1, select a matri1 a"d clic( ,1%
?. O" the EPS page, clic( Save -CtrlS7.%
*ips
4) the Ris' Scoring Matri2 )ield is "ot visi*le, clic( 9ie) a"d select !olumns% 4"
the !ustomi6e !olumns dialog *o1, e1pa"d 4eneral a"d dou*le5clic( Ris'
Scoring Matri2 to move it to the Selecte# !olumns list% Clic( ,1%
Assigning a 2is% &coring Matri3 to a Pro$ect fro" the Portfo!ios &ection
applicatio"% Use this method +he" you are creati"g or modi)yi"g a port)olio%
26-
P6 'PPM ser7s /ui&e
,o assig" a ris( scori"g matri1 )rom the Port)olios sectio":
. O" the Portfolios "avigatio" *ar, clic( Portfolio Analsis%
F. O" the Portfolio Analsis page:
a% Clic( the 9ie) )ield a"d select a scorecard vie+ )rom the
list% *% 7elect a pro3ect%
c% 4" the Ris' Scoring Matri2 )ield, dou*le5clic( a"d clic( %
B. 4" the Select Ris' Scoring Matri2 dialog *o1, choose a ris( scori"g matri1 a"d
clic( ,1%
?. O" the Portfolio Analsis page, clic( Save%
*ip
4) the Ris' Scoring Matri2 )ield is "ot visi*le, clic( !ustomi6e% 4" the !ustomi6e
Scorecar#
dialog *o1, clic( the !olumns ta*% O" the !olumns ta*, e1pa"d 4eneral a"d
dou*le5clic( Ris' Scoring Matri2 to move it to the Selecte# !olumns list%
Clic( Appl%
About 2is% Categories
0is( categories are a classi)icatio" o) ris( types customiDed to your speci)ic pro3ect
or *usi"ess that are used to categoriDe a"d orga"iDe pro3ect ris(s% CategoriDi"g ris(s
e"a*les you to a"alyDe the types o) ris(s occurri"g a"d see tre"ds +ithi" the pro3ect
or across multiple pro3ects% ,his visi*ility e"a*les you to more eJectively ma"age
ris(s over the lo"g term%
Creating 2is% Categories
Create ris( categories a"d su*categories to de)i"e a ris( *rea(do+" structure
-0G7., +hich e"a*les you to categoriDe a"d orga"iDe pro3ect ris(s%
,o create a ris( category:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Ris's a"d clic( Ris' !ategories%
F. O" the Ris' !ategories page:
a% 7elect a" e1isti"g category a"d clic( A## -4"sert. to create a category at
the same level, or clic( A## !hil# -CtrlS4"sert. to create a category
*elo+ the selected level%
*% 4" the !ategor )ield, dou*le5clic( a"d type a u"i2ue "ame%
262
*ips
O" the Ris's page:
,o display the !ategor )ield, clic( Select !olumns o" the 0is(s tool*ar a"d
select
!ategor%
,o orga"iDe ris(s )or ope" pro3ects, clic( 4roup + or "ilter + o"
the 0is(s tool*ar, depe"di"g o" your vie+i"g pre)ere"ces%
About 2is% /ser (efine0 5ie!0s
User de)i"ed )ields allo+ you to create a"d mai"tai" data speci)ic to your
orga"iDatio"% >or e1ample, you ca" trac( additio"al activity data, such as delivery
dates a"d purchase order "um*ers% Cou ca" also trac( additio"al resource data or
pro3ect
cost5related data, such as pro)it, varia"ces, a"d revised *udgets% User de)i"ed )ields
are glo*al, so they ca" *e used across all pro3ects i" your orga"iDatio"%
Creating 2is% /(5s
Create ris( user5de)i"ed )ields -UE>s. to store additio"al pro3ect ris( data o" the
Ris's page that is perti"e"t to your pro3ect or *usi"ess a"d is "ot availa*le )rom
the de)ault )ields% >or e1ample, you might "eed to i"clude a locatio" )ield to
ide"ti)y +here the ris( might occur, or a ra"(i"g )ield to determi"e the order i"
+hich the ris(s +ill *e ha"dled%
UE>s ca" *e o) ma"y types: te1t, start date, )i"ish date, cost, "um*er,
i"teger, or i"dicator% Eata )rom UE>s is "ot used i" scori"g calculatio"s%
,o create a ris( UE>:
A#minister
. 4" the Enterprise $ata pa"e, e1pa"d Ris's a"d clic( Ris' -$"s%
F. O" the Ris' -$"s page:
*% 4" the -ser $e5ne# "iel#, dou*le5clic( a"d type a "ame%
c% 4" the $ata Tpe )ield, dou*le5clic( a"d choose a data type )rom the
Wor%ing with Pro$ect 2is%s
,he ris( register o" the Ris's page is the mai" area o) the applicatio" +here you
ide"ti)y a"d ma"age ris(s )or a pro3ect% &dditio"ally, you ca" add ris(s to a pro3ect
)rom the EPS page, a"d add ris(s to a pro3ect a"d assig" the ris(s to activities )rom
the Activities page%
263
P6 'PPM ser7s /ui&e
O"ce you add a ris( to the ris( register, you ca" per)orm )urther a"alysis o" the
ris( a"d create o"e or more ris( respo"se pla"s +hich i"clude activities to reduce
the "egative impact o) the ris(% 7ee About Ris3 Response Plans -o" page 69.%
*ab!e of Pro$ect 2is%s E!e"ents
-te" (escription
Ris's
toolbar
Ris's )or' area: 0is(s )or all the pro3ects you have ope" display i"
the ris( register% Cou ca" group *y )ield "ame, such as pro3ect "ame,
to vie+ all ris(s orga"iDed *y pro3ect, or create a )ilter to vie+ o"ly
the ris(s that i"terest you%
8he" addi"g a ris( to the ris( register, you supply a "ame )or the
ris(, ide"ti)y the ris( as a threat or a" opportu"ity, ide"ti)y the curre"t
status o) the ris(, ide"ti)y the o+"er o) the ris(, a"d the" assig" the
values )or pro*a*ility, schedule, cost, a"d a"y other applica*le user5
de)i"ed impacts% ,he values )or pro*a*ility, schedule, cost, a"d
additio"al
user5de)i"ed impacts are used to calculate the ris( score% ,he values
)or pro*a*ility a"d cost are used to calculate ris( e1posure%
.ote: 4) the Probabilit, !ost, a"d Sche#ule
)ields are disa*led, a ris( scor"i"g matri1 has "ot
*ee" assig"ed to the pro3ect% Cou ca" still use
the ris( register to trac( your ris(s/ ho+ever, you
ca""ot use the 2ualitative ris( a"alysis )eatures
i" the applicatio" u"til you create a ris( scori"g
matri1 a"d assig" it to the pro3ect%
264
-te" (escription
Ris's #etail )in#o)s:
Response Plans: ,he area +here you add respo"se pla"s a"d
respo"se pla" actio" items% 7ee 'or3ing (ith Ris3 Response
Plans -o" page @!.%
Activities: ,he area +here you associate scheduled activities i"
your pro3ect to a" ide"ti)ied ris(% 0e)er to the e1ample a*ove to
see a list o) the pro3ect activities impacted *y ris( 0!!1: Co"crete
supply co"strai"ed%
$escription: ,he area used to provide a detailed e1pla"atio" o) the ris(%
!ause: ,he area used to e1plai" +hy this ris( is occurri"g%
Effect: ,he area used to descri*e the impact this ris( has o" this pro3ect%
.otes: ,he area used to capture a"y additio"al i")ormatio"
regardi"g the ris(%
Probabilit an# Impact $iagram: ,he Pro*a*ility a"d 4mpact
Eiagram -P4E. is a graphical represe"tatio" o) the pro*a*ility a"d
impact thresholds assig"ed to the ris( scori"g matri1 associated +ith
the pro3ect%
Managing Pro$ect 2is%s
Cou ca" per)orm 2ualitative a"alysis o" your pro3ect ris(s% Usi"g the tas(s listed
*elo+, you ca" ide"ti)y a ris( )or your pro3ect a"d assig" pro*a*ility a"d impact
values to this ris( to calculate a ris( score a"d ris( e1posure values )or each ris(%
&dditio"ally, you ca" assig" activities to the ris( a"d create a ris( respo"se pla",
+hich ca" i"clude actio"s to mitigate the ris(%
1. Creating Pro4ect Ris3s -o" page 6?.
. Assigning a Ris3 to an Activit% -o" page 1A6.
F. $eveloping a Ris3 Response Plan -o" page @1.
Creating Pro$ect 2is%s
&dd pro3ect ris(s to capture pote"tial threats or opportu"ities that might impact
your pro3ect%
>or co"ve"ie"ce, you ca" add ris(s to pro3ects )rom di))ere"t areas i" the
applicatio", depe"di"g o" the tas(s you are per)ormi"g at the time%
Cou ca" capture ris(s i" the Pro%ects sectio" )rom the Ris's, Activities, or EPS
pages%
265
P6 'PPM ser7s /ui&e
&ddi"g Eetailed Pro3ect59evel 0is(s 5 ,he Ris's page is the ris( register +here all
ris( data )or the pro3ects o" +hich you are +or(i"g is stored% Cou ca" customiDe
the page usi"g )ilters or groupi"g to vie+ a speci)ic list o) pro3ect ris(s% >rom this
page, you ca" assig" pro*a*ility a"d impact values to o*tai" a ris( score a"d ris(
e1posure value, a"d create ris( respo"se pla"s that i"clude respo"se pla" actio"
items to reduce or elimi"ate the "egative impact o) the ris(% 4) you previously
added ris(s to a pro3ect )rom the Activities page or the EPS page, you ca" use
this page to add detailed i")ormatio" a*out the ris( a"d per)orm 2ualitative
a"alysis%
&ddi"g 0is(s to &ctivities 5 Use the Activities page +he" you are +or(i"g i" the
detailed activity level to 2uic(ly add a ris( or assig" a" e1isti"g ris( to activity%
>rom the Ris's detail +i"do+, you ca" assig" pro*a*ility a"d impact values to
o*tai" a ris( score a"d ris( e1posure value% ,o vie+ all ris(s o" the pro3ect or to
create ris( respo"se pla"s, use the Ris's page%
&ddi"g 6igh59evel Pro3ect 0is(s 5 Use the EPS page +he" you are +or(i"g at the
pro3ect level to 2uic(ly add a ris( to a pro3ect% >rom the 0is(s detail +i"do+, you
ca" assig" pro*a*ility a"d impact values to o*tai" a ris( score a"d ris( e1posure
value% ,o per)orm a more detailed a"alysis o) your ris(s, such as assig"i"g ris(s
to activities or creati"g ris( respo"se pla"s, use the Ris's page%
2e!ate0 *opics
&ddi"g Eetailed Pro3ect59evel 0is(s %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
66
&ddi"g Pro3ect 0is(s to &ctivities %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
6@
&ddi"g 6igh59evel Pro3ect 0is(s %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
6A
A00ing (etai!e0 Pro$ect8?e#e! 2is%s
your pro3ect, a"d to per)orm 2ualitative a"alysis to reduce or elimi"ate "egative
impact o" the pro3ect%
.ote: 4) a ris( scori"g matri1 is "ot assig"ed to the pro3ect,
you ca" add ge"eral ris( i")ormatio" to the 0is(s page, *ut
you +ill "ot *e a*le to e"ter values )or pro*a*ility, schedule
a"d cost, +hich are values used to ge"erate the ris( score%
,o add detailed pro3ect5level ris(s:
1. Clic( Pro%ects%
F. O" the Ris's page, clic( A## a Ris' -4"sert.%
B. 4) multiple pro3ects are ope", select a pro3ect )rom the Select Pro%ect dialog
*o1 a"d clic( Assign& the" clic( !lose%
?. O" the Ris's page:
a% 4" the I$ )ield, clic( a"d type a" 4E )or the ris(%
*% 4" the .ame )ield, clic( a"d type the ris( "ame%
266
c% 4" the Tpe )ield, dou*le5clic( a"d select the type o) ris( )rom the list%
d% 4" the Status )ield, dou*le5clic( a"d select the curre"t status )or
the ris(% e% 4" the ,)ner )ield, dou*le5clic( the" clic( %
6. 4" the Select ,)ner dialog *o1, select a" o+"er )or the ris( a"d clic( Assign%
@. O" the Ris's page:
a% 4" the Probabilit )ield, dou*le5clic( a"d select a pro*a*ility )rom the list%
*% 4" the Sche#ule )ield, dou*le5clic( a"d select a schedule impact )rom the
list% c% 4" the !ost )ield, dou*le5clic( a"d select a cost impact )rom the list%
d% Complete a"y additio"al )ields o" the ta*le that are releva"t )or this ris(,
i"cludi"g the I#enti5e# + a"d I#enti5e# $ate )ields, a"d a"y user5de)i"ed
)ields%
.ote: ,o display additio"al colum"s, clic( Select !olumns
a"d select the colum" to add to the ta*le%
A. Use the !ause, $escription, Effect, a"d .otes detail +i"do+s to
provide more i")ormatio" a*out the ris(%
*ips
Cou ca" copy e1isti"g ris(s to create "e+ ris(s% 4) you copy a" e1isti"g ris( to the
same pro3ect, all data, i"cludi"g respo"se pla"s a"d associated activities, is
retai"ed% 4) you copy a" e1isti"g ris( to a di))ere"t pro3ect, activity associatio"s
are removed% 4) the pro3ect does "ot have the same ris( scori"g matri1 assig"ed,
the" the pro*a*ility a"d impact )ields -schedule, cost, a"d user de)i"ed. are
cleared%
Clic( the Probabilit an# Impact $iagram detail +i"do+ to vie+ the ris(
scori"g matri1 assig"ed to the pro3ect%
A00ing Pro$ect 2is%s to Acti#ities
&dd pro3ect ris(s to activities to capture pote"tial threats or opportu"ities that might
impact your pro3ect% Use this method i) you +a"t to 2uic(ly associate a ris( to a"
activity% Cou ca" add a "e+ pro3ect ris( to a" activity, or assig" a" e1isti"g pro3ect
ris( to a" activity%
,o add a "e+ or assig" a" e1isti"g pro3ect ris( to a" activity:
methods:
+ith%
F. O" the Activities page, select a" activity a"d clic( the Ris's detail +i"do+%
26"
P6 'PPM ser7s /ui&e
B. ,o assig" a" e1isti"g ris( to the activity, i" the Ris's detail +i"do+:
a% Clic( Assign -4"sert.%
*% 4" the Select Ris' dialog *o1:
1% Clic( o" a
ris(%
% Clic(
Assign%
F% &ssig" a"y additio"al ris(s, a"d the" clic( !lose%
?. ,o add a "e+ ris( to a" activity, i" the Ris's detail +i"do+:
*% 4" the I$ )ield, clic( a"d type a" 4E )or the ris(%
c% 4" the .ame )ield, clic( a"d type the ris( "ame%
d% 4" the Tpe )ield, dou*le5clic( a"d select the type o) ris( )rom the list%
e% 4" the Status )ield, dou*le5clic( a"d select the curre"t status )or the ris(%
)% 4" the !ategor )ield, dou*le5clic( a"d select a category )rom the Select Ris'
!ategor dialog *o1, i) applica*le%
g% 4" the ,)ner )ield, dou*le5clic( the" clic( %
6. 4" the Select ,)ner dialog *o1, select a" o+"er )or the ris( a"d clic( Assign%
@. O" the Activities page, clic( the Actions me"u a"d select Save
-CtrlS7.%
A00ing Aigh8?e#e! Pro$ect 2is%s
your pro3ect%
Use this method to 2uic(ly add a ris( to a pro3ect% Cou ca" e"ter *asic ris(
i")ormatio" )rom this page, i"cludi"g 4E, <ame, O+"er, Category, ,ype, a"d
7tatus%
,o add a high5level pro3ect ris(:
1. Clic( Pro%ects%
F. O" the EPS page, clic( o" a pro3ect, a"d the" clic( the Ris's detail +i"do+%
B. 4" the Ris's detail +i"do+:
*% 4" the I$ )ield, clic( a"d type a" 4E )or the ris(%
c% 4" the .ame )ield, clic( a"d type the ris( "ame%
d% 4" the Tpe )ield, dou*le5clic( a"d select the type o) ris( )rom the list%
e% 4" the Status )ield, dou*le5clic( a"d select the curre"t status )or the ris(%
)% 4" the !ategor )ield, dou*le5clic(, clic( , the" select a category )rom the
Select
Ris' !ategor dialog *o1, i) applica*le%
g% 4" the ,)ner )ield, dou*le5clic( the" clic( %
?. 4" the Select ,)ner dialog *o1, select a" o+"er )or the ris( a"d clic( Assign%
6. O" the EPS page, clic( Save -CtrlS7.%
26(
Assigning a 2is% to an Acti#ity
&ssig" a ris( to a" activity to e1plicitly ide"ti)y the activity impacted *y the ris(%
Cou ca" assig" a ris( to a" activity +hile you are addi"g pro3ect ris(s o" the Ris's
page or +hile ma"agi"g your activities o" the Activities page%
,o assig" a ris( to a" activity )rom the 0is(s page:
1. Clic( Pro%ects%
F. O" the Ris's page, clic( a ris(%
B. Clic( the Activities detail +i"do+ a"d clic( Assign Activities %
?. O" the Select Activit dialog *o1:
a% 7elect a" activity a"d clic( Assign%
*% 7elect a"y additio"al activities impacted *y the ris( a"d clic(
,o assig" a ris( to a" activity )rom the &ctivities page:
1. Clic( Pro%ects%
F. O" the Activities page, select the activity you +a"t to assig" a ris(%
B. O" the Ris's detail +i"do+, clic( Assign -4"sert.%
?. O" the Select Ris' dialog *o1:
a% 7elect a ris( a"d clic(
6. O" the Activities page, clic( Save -CtrlS7.%
About 2is% 2esponse P!ans
0espo"se pla""i"g allo+s you to ide"ti)y a"d docume"t methods you might use to
ma"age pro3ect ris(s% 8he" you ide"ti)y a" area +ith a ris(, create a ris( respo"se
pla" to determi"e +hat actio"s could *e ta(e" to promote the most )avora*le
outcome%
261
P6 'PPM ser7s /ui&e
Wor%ing with 2is% 2esponse P!ans
,he Response Plans detail +i"do+ is the area i" the ris( register +here you create
pla"s )or ha"dli"g the ide"ti)ied ris(s% O"ce you have ide"ti)ied +hich pro3ect ris(s
"eed )urther actio", create a respo"se pla" a"d assig" respo"se pla" actio" items
)or each ris( to reduce the "egative impact o" the pro3ect%
*ab!e of 2is% 2esponse P!an E!e"ents
-te" (escription
Response Plans toolbar
Response Plan ro)s: Create o"e or more respo"se pla"s +hile you
are i" the pla""i"g phase a"d i"dicate the respo"se type% 8he" you
have a"alyDed your respo"se optio"s, choose o"e respo"se pla" *y
selecti"g the Active optio" "e1t to the appropriate respo"se pla"%
4" the e1ample a*ove, t+o respo"se pla"s have *ee" created )or
the Concrete suppl constrained ris(% ,he )irst pla" is to accept the
ris( a"d ta(e "o actio"/ the seco"d pla" is to reduce the impact o)
the ris( *y co"tracti"g +ith alter"ative suppliers% ,he seco"d pla"
has *ee" selected as the pla" o) choice%
2"+
-te" (escription
Response Action Item ro)s: Each ris( respo"se pla" ca" have
multiple respo"se pla" actio" items% 0espo"se actio" items are
additio"al activities you per)orm to reduce the impact o) the ris(%
>or each respo"se actio" item, assig" the pro*a*ility, schedule
impact, cost impact, a"d a"y additio"al user5de)i"ed impacts, +hich
are *ased o" the outcome o) the actio" item, to o*tai" a post5
mitigated score%
4" the e1ample a*ove, three activities are assig"ed to the ris( pla"%
,he ris( score +ill "ot sig"i)ica"tly decrease u"til all three respo"se
items are complete% Gy ta(i"g actio" o" this ris( a"d creati"g a
respo"se pla", the impact o) this ris( ca" *e sig"i)ica"tly reduced%
(e#e!oping a 2is% 2esponse P!an
O"ce you have ide"ti)ied a ris( )or your pro3ect, you ca" the" create a ris( respo"se
pla" to help ma"age the pro3ect ris(% & ris( respo"se pla" i"cludes a "ame )or the
pla" a"d respo"se pla" actio" items% Cou ca" create multiple ris( respo"se pla"s )or
a ris( each +ith multiple respo"se actio" items% 8he" you determi"e +hich pla" +ill
*est meet the pro3ect "eeds, select the Active optio" "e1t to the appropriate
respo"se pla"% O"e respo"se pla" must al+ays *e active%
,o develop a ris( respo"se pla", complete the )ollo+i"g tas(s:
1. A""ing Ris3 Response Plans -o" page @1.
. A""ing Ris3 Response Plan Action !tems -o" page @.
F. Assigning Activities to Ris3 Response Plan Action !tems -o" page @F.
A00ing 2is% 2esponse P!ans
&dd o"e or more respo"se pla"s to a ris( to pla" alter"ative activities that might
reduce the pro*a*ility o) a ris( occurri"g, or to reduce the impact o) the ris(%
1. Clic( Pro%ects%
F. O" the Ris's page, clic( a ris(, a"d the" clic( the Response Plans detail
+i"do+%
B. O" the Response Plans detail +i"do+:
a% Clic( A## a Response Plan -4"sert.%
*% 4" the I$ )ield, dou*le5clic( a"d type a respo"se pla" 4E%
c% 4" the .ame )ield, dou*le5clic( a"d type a "ame )or the "e+ respo"se pla"%
d% 4" the Response Tpe )ield, dou*le5clic( a"d select a respo"se type )rom the
list%
?. O" the Ris's page, clic( Save -CtrlS7.%
2"-
P6 'PPM ser7s /ui&e
.ote: &)ter you decide +hich respo"se pla" you are
impleme"ti"g, select the Active optio" "e1t to the appropriate
respo"se pla"%
A00ing 2is% 2esponse P!an Action -te"s
Each ris( respo"se pla" ca" i"clude multiple respo"se pla" actio"
items% ,o add a ris( respo"se pla" actio" item:
1. Clic( Pro%ects%
F. O" the Ris's page, clic( o" a ris(, a"d the" clic( the Response Plans detail
+i"do+%
B. 0epeat the )ollo+i"g )or each respo"se actio" you +a"t to add to a ris(
respo"se pla":
a% O" the Response Plans detail +i"do+:
1% Clic( o" the respo"se pla" )or +hich you are addi"g a respo"se actio"
a"d clic( A## a Response Action%
% 4" the I$ )ield, dou*le5clic( a"d type a" 4E )or the respo"se actio" item%
F% 4" the .ame )ield, dou*le5clic( a"d type a "ame )or the respo"se actio"
item%
B% 4" the ,)ner )ield, dou*le5clic( a"d clic( %
*% O" the Select ,)ner dialog *o1, select a "ame a"d clic(
Assign% c% O" the Response Plans detail +i"do+:
1% 4" the Status )ield, dou*le5clic( a"d select a status )rom the list%
% 4" the Start $ate )ield, dou*le5clic( a"d select a start date )rom the
cale"dar%
,his is a" optio"al )ield% 4) you assig" a" activity to the respo"se
actio", the activity date a"d total cost )or the activity +ill override the
values you 3ust
e"tered%
F% 4" the Probabilit )ield, dou*le5clic( a"d select a pro*a*ility *ased
o" the respo"se actio"%
.ote: 4) a ris( scori"g matri1 is "ot assig"ed to your pro3ect, the
Probabilit, Sche#ule, a"d !ost )ields are disa*led%
B% 4" the Sche#ule )ield, dou*le5clic( a"d select a schedule impact *ased o"
the respo"se actio"%
?% 4" the !ost )ield, dou*le5clic( a"d select a cost impact *ased o" the
respo"se actio"%
6% 4) there are a"y user5de)i"ed impact )ields, dou*le5clic( i" the )ield a"d
select a" impact *ased o" the respo"se actio"%
?. O" the Ris's page, clic( Save -CtrlS7.%
.ote: &)ter you decide +hich respo"se pla" you are
impleme"ti"g, select the Active optio" "e1t to the appropriate
respo"se pla"%
2"2
Assigning Acti#ities to 2is% 2esponse P!an Action -te"s
E1isti"g activities ca" *e assig"ed to a respo"se pla" actio" item to ide"ti)y the
activities "ecessary to respo"d to the ris(% 4) you "eed a "e+ activity )or the
respo"se actio", )irst create that activity, the" assig" it to a respo"se pla" actio"
item%
,he cost values )or the assig"ed activity are used i" the cost calculatio"s )or the
respo"se pla", a"d the activity start a"d )i"ish dates are displayed i" the respo"se
pla"%
,o assig" a" activity to a ris( respo"se pla" actio" item:
1. Clic( Pro%ects%
F. O" the Ris's page, clic( a ris( a"d the" clic( the Response Plans detail
+i"do+%
B. O" the Response Plans detail +i"do+:
a% E1pa"d the appropriate ris( respo"se pla" a"d clic( o" the respo"se pla"
actio" item )or +hich you are addi"g a" activity%
*% 4" the Activit )ield, dou*le5clic( a"d clic(
%
?. O" the Select Activit dialog *o1, clic( the activity a"d clic( Assign%
.ote: 4) the Activit )ield is "ot displayed, clic( Select !olumns
a"d clic( Activit%
About (ocu"ents
& docume"t is a )ile or +or( product that you create a"d add to your Primavera +or(
e"viro"me"t% ,he applicatio" provides docume"t ma"ageme"t capa*ilities that
e"a*le you to store, orga"iDe, ma"age, a"d access docume"ts i" a secure
e"viro"me"t% ,he availa*le docume"t ma"ageme"t )u"ctio"ality depe"ds o" your
co")iguratio"% 8he" the co"te"t repository is co")igured, the complete set o)
adva"ced docume"t ma"ageme"t capa*ilities is availa*le, i"cludi"g chec( i", chec(
out, a"d docume"t revie+s% 8he" the co"te"t repository is "ot co")igured, a limited
set o) docume"t ma"ageme"t )eatures is availa*le, such as addi"g, deleti"g, a"d
relati"g items to docume"ts%
8he" a" optio"al co"te"t repository is i"stalled, P6 supports up to three ge"eral
classes o) docume"ts: pro3ect, private, a"d +or(group% Pro3ect docume"ts are
docume"ts that you relate to a pro3ect via P6% O"ly users +ith the "ecessary
securities ca" edit pro3ect docume"ts% Private docume"ts are docume"ts that you
add to P6 )or your o+" use% Private docume"ts are "ot associated +ith a"y pro3ect
a"d are availa*le o"ly to you% 8or(group docume"ts are docume"ts that are added
to a speci)ic pro3ect +or(group% ,hese docume"ts are availa*le o"ly to mem*ers o)
the +or(group%
2"3
P6 'PPM ser7s /ui&e
8he" the co"te"t repository is "ot co")igured )or use +ith P6, you ca" per)orm
limited actio"s o" pro3ect docume"ts o"ly, a"d private a"d +or(group docume"ts
are "ot availa*le%
Wor%ing with (ocu"ents without the Content 2epository
Pro3ect docume"ts are docume"ts that a user relates to a pro3ect% Cou ca" +or(
+ith pro3ect docume"ts )rom the $ocuments page or the Pro%ect $ocuments
portlet o" the Wor'space page%
>rom the Eocume"ts page or the Pro3ect Eocume"ts portlet, you ca":
A## #ocuments to a pro%ect 5 Cou ca" add a docume"t )rom a pu*lic a"d#or
a private locatio"% ,o e"a*le pro3ect team mem*ers to ope" a docume"t )rom
the Pu*lic 9ocatio", ma(e sure to store the docume"t o" a pu*licly accessi*le
"et+or( server% Cou ca" store a perso"al copy o) the docume"t i" the Private
9ocatio"% >or e1ample, you ca" use this area to store the origi"al copy o) the
docume"t i) you e1pect team mem*ers to update the pu*lic copy%
,pen an# e#it pro%ect #ocuments 5 Clic( Ope" to vie+ a"d edit the
docume"t% 7i"ce the docume"t is stored o" your "et+or( server, a"y saved
cha"ges +ill *e visi*le to the "e1t perso" +ho ope"s the docume"t%
Trac' #ocument versions 5 Cou ca" set the versio" "um*er each time you
update the docume"t i) versio" trac(i"g is importa"t )or the docume"t%
Relate# items to the pro%ect #ocument 5 Cou ca" associate activities or
8G7s, issues, or other docume"ts to your pro3ect docume"t% ,his e"a*les you to
see ho+ a docume"t relates to the pro3ect a"d +here to )i"d additio"al
i")ormatio"%
,he availa*ility o) a docume"t a"d the actio"s you ca" per)orm o" the
docume"t depe"d o" several )actors:
Pro3ect docume"ts are availa*le o"ly to users +ho have access to the
correspo"di"g pro3ect%
,he security policy o) a pro3ect docume"t determi"es +hich actio"s you ca"
per)orm o" that docume"t/ )or e1ample, you might o"ly *e a*le to vie+ a
docume"t%
.ote: Eocume"ts ca""ot *e used +ith pro3ect templates%
A00ing (ocu"ents to a Pro$ect without the Content 2epository
4" sta"dard P6 co")iguratio"s +ithout the optio"al co"te"t repository, you ca" add
pro3ect docume"ts directly )rom your computer or a "et+or( server to the pro3ect%
,hese docume"ts are availa*le to everyo"e +ho has access to the pro3ect%
,o add a docume"t to a pro3ect:
1. Clic( Pro%ects%
. O" the Pro%ects "avigatio" *ar, clic( $ocuments%
F. O" the $ocuments page:
2"4
a% Clic( o" the pro3ect
"ame% *% Clic( A##
$ocument%
B. 4" the -ploa# dialog *o1, clic( %
?. 4" the ,pen dialog *o1:
a% <avigate to a"d select a
)ile% *% Clic( ,pen%
6. 4" the -ploa# dialog *o1, clic( -ploa#%
*ips
Cou ca""ot add docume"ts to template pro3ects%
Cou ca" add docume"ts to a pro3ect )rom the Pro%ect $ocuments portlet o) the
Wor'space page%
Configuring (ocu"ent (etai!s without the Content 2epository
Cou ca" vie+ a"d edit detailed i")ormatio" )or docume"ts you have privileges
to modi)y%
,o co")igure docume"t details:
1. Clic( Pro%ects%
a% E1pa"d a pro3ect a"d select a docume"t%
*% Clic( the 4eneral ta* a"d co")igure the )ields, optio"s, a"d lists as
"ecessary% c% -Optio"al. Clic( the $escription ta* a"d e"ter a descriptio" i"
the )ield%
d% Clic( the Relate# Items ta* to assig" related items to the
docume"t% e% Clic( Save%
*ip
Cou ca" also clic( E#it $etails i" the Pro%ect $ocuments portlet o) the
Wor'space page to access the $ocument $etails dialog *o1%
Assigning 2e!ate0 -te"s to (ocu"ents without the Content 2epository
Cou ca" assig" related activities, 8G7s, issues, a"d docume"ts to a
docume"t% ,o assig" related items to a docume"t:
methods:
+ith%
2"5
P6 'PPM ser7s /ui&e
a% E1pa"d a pro3ect a"d select a
docume"t% *% Clic( the Relate# Items ta*%
B. O" the Relate# Items ta*:
a% ,o relate activities or 8G7s, clic( Relate Activities or W+S a"d select
activities or
8G7s )rom the Select an Activit or W+S dialog *o1%
*% ,o relate issues, clic( Relate Issues a"d select issues )rom the Relate
Issue dialog *o1%
c% ,o relate docume"ts, clic( Relate $ocuments a"d select docume"ts )rom
the
Relate $ocument dialog *o1%
d% Clic( Save%
*ips
Cou ca" also clic( E#it $etails i" the Pro%ect $ocuments portlet o) the
Wor'space page to access the Relate# Items ta* o) the $ocument $etails
dialog *o1%
&en0ing E8Mai! about (ocu"ents without the Content 2epository
Cou ca" se"d e5mail a*out a pro3ect docume"t that i"cludes *asic details a"d
a *oo(mar( li"( to the docume"t%
,o se"d a e5mail a*out a docume"t:
methods:
+ith%
docume"t% *% Clic( E-mail $ocument
$etails%
B. 4" the E-mail dialog *o1:
*ips
Cou must have a" e5mail address associated +ith your user pro)ile to se"d a" e5
mail%
Cou ca" also se"d docume"t e5mails )rom the Pro%ect $ocuments portlet o) the
Wor'space page%
2"6
Assigning (ocu"ents to Acti#ities
Cou ca" assig" releva"t docume"ts to activities, pro3ects, a"d
8G7s% ,o assig" docume"ts:
methods:
+ith%
F. O" the Activities page, select a" activity a"d clic( the $ocuments detail
+i"do+%
.ote: ,o assig" a docume"t to a pro3ect or 8G7, select a pro3ect or
B. 4" the $ocuments detail +i"do+, clic( Assign -4"sert.%
?. 4" the Select $ocument dialog *o1, assig" docume"ts a"d clic( !lose%
-CtrlS7.%
Wor%ing with (ocu"ents with a Content 2epository
,here are three types o) docume"ts: pro3ect, private, a"d +or(group% P6 supports
docume"t ma"ageme"t )eatures )or pro3ect docume"ts% 8he" the optio"al
co"te"t repository is i"stalled, P6 also supports private a"d +or(group
docume"ts%
Pro3ect docume"ts are docume"ts that a user relates to a pro3ect% Cou ca" +or( +ith
pro3ect docume"ts )rom the $ocuments page, the Pro%ect $ocuments portlet o"
the Wor'space page, or the $ocuments portlet o" the Wor'group Wor'space
page% 4t is also possi*le to co"vert a pro3ect docume"t to a private docume"t%
Cou ca" add private docume"ts )or your o+" use% Private docume"ts are "ot
associated +ith a"y pro3ect a"d are availa*le o"ly to you% Cou ca" add private
docume"ts to the M $ocuments portlet o" a dash*oard% &ll private docume"ts are
stored i" the M $ocuments portlet o" the Private $ocuments ta*%
8or(group docume"ts are added to a speci)ic pro3ect +or(group, +hich ca" *e
thought o) as a su*set o) a pro3ect% ,hese docume"ts are availa*le o"ly to vie+ers o)
the +or(group% O" the Wor'group Wor'space page, +or(group docume"ts are
stored o" the Wor'group ta* o) the $ocuments portlet% Ge"erally, users +ho have
rights to a pro3ect ca" see a +or(group a"d its co"te"ts%
,he co"te"t repository )u"ctio"ality provides adva"ced docume"t ma"ageme"t
capa*ilities% 8ith adva"ced )u"ctio"ality, you ca" use docume"t versio" co"trol
)eatures to ma"age shared access to docume"ts, orga"iDe pro3ect docume"ts i"to
a )older hierarchy structure, a"d start or participate i" docume"t revie+s%
2""
P6 'PPM ser7s /ui&e
7peci)ically, you ca":
Eo+"load docume"ts
Chec( i", chec( out, a"d u"do chec( out docume"ts
7earch )or docume"ts
;ie+ a docume"t's history
;ie+ a docume"t's versio"s
&dd, delete, a"d re"ame pro3ect )olders
Move pro3ect docume"ts to a diJere"t )older locatio"
7tart a docume"t revie+
,ermi"ate a docume"t revie+
0evie+ a docume"t
7e"d e5mail a*out a docume"t
,he availa*ility o) a docume"t a"d the actio"s you ca" per)orm o" the
docume"t depe"d o" several )actors:
Pro3ect a"d +or(group docume"ts are availa*le o"ly to users +ho have access to
the correspo"di"g pro3ect or +or(group% Private docume"ts are availa*le o"ly to
the perso" +ho adds them%
,he security policy o) a pro3ect docume"t determi"es +hich actio"s you ca"
per)orm o" that docume"t/ )or e1ample, you might o"ly *e a*le to vie+ a
docume"t%
.ote: Eocume"ts ca""ot *e used +ith pro3ect templates%
About the (ocu"ent Content 2epository
,he co"te"t repository allo+s users to colla*oratively share a"d ma"age docume"ts
i" the applicatio"% ,he docume"t ma"ageme"t )u"ctio"ality availa*le to you
depe"ds o" your co")iguratio"% 8he" the co"te"t repository is co")igured, the
complete set o) adva"ced docume"t ma"ageme"t capa*ilities is availa*le, i"cludi"g
chec( i", chec( out, a"d docume"t revie+s% 8he" the co"te"t repository is "ot
co")igured, a limited set o) docume"t ma"ageme"t )eatures is availa*le, such as
addi"g, deleti"g, a"d relati"g items to docume"ts%
Repositor storage
Cour co"te"t repository stores docume"ts created i" P6 i" a )older reserved )or
these docume"ts% ,his )older is re)erred to as your P6 repository% Eepe"di"g o"
your access privileges a"d co")igured co"te"t repository, you ca" access
docume"ts that +ere created outside P6% ,hese docume"ts are stored i" their
o+" )olders i" the co"te"t repository%
Repositor authentication
2"(
,he applicatio" o))ers t+o co"te"t repository authe"ticatio" modes% &uthe"ticatio"
ca" *e co")igured )or either si"gle or multiple user authe"ticatio"% 4" si"gle user
authe"ticatio" mode, all users access the repository usi"g a si"gle admi"istrator
user logi" that is set duri"g repository co")iguratio"% 4" multiple user authe"ticatio"
mode, each user is authe"ticated *ased o" their i"dividual logi"%
7i"gle user authe"ticatio" mode is use)ul +he" you +a"t users to have )ull access to
the co"te"t repository through P6 +ithout havi"g to mai"tai" a" e2uivale"t list o)
users )or *oth P6 a"d the repository% ,his allo+s a repository admi"istrator to
mai"tai" o"e set o) crede"tials )or the repository% 7i"gle user authe"ticatio" is also
use)ul )or 2uic(ly setti"g up test repositories that ca" *e accessed *y testers +ith
mi"imal )uss%
Multiple user authe"ticatio" mode is the de)ault mode% Multiple user
authe"ticatio" mode provides i"creased security *y restricti"g co"te"t repository
access o" a" i"dividual user *asis% Gecause it uses "ative auditi"g )ields it also
allo+s a clear audit o) +ho has created a"d modi)ied )iles%
Creating (ocu"ent *e"p!ates
4) P6 is co")igured to use the co"te"t repository, you ca" create docume"t
templates that you ca" use as a )ou"datio" +he" addi"g "e+ docume"ts%
,o create docume"t templates:
1. Clic( Pro%ects%
F. O" the $ocuments page, clic( the Pro%ect ta*%
B. O" the Pro%ect ta*, select a pro3ect a"d clic( A## ,ptions !reate .e)
Template%
?. 4" the Select "ile dialog *o1, select a )ile a"d clic( ,pen%
6. O" the Pro%ect ta*, clic( the 4eneral ta*%
@. O" the 4eneral ta*:
a% E"ter a "ame i" the Title )ield%
*% 7elect a policy )rom the Securit
Polic list% c% Clic( Save%
*ips
7elect the Template $ocument optio" to ma(e this docume"t a template%
,ypes o) policies:
Rea# ,nl: ,he )older is "ot edita*le *y other users%
Share#: ,he )older ca" *e vie+ed, moved, edited, a"d deleted *y other users%
Personal: ,he )older is hidde" )rom other users%
Cou ca" also create docume"t templates )rom the $ocuments portlet o) the
Wor'group Wor'space page, the Pro%ect $ocuments portlet o) the
Wor'space page, or the M $ocuments portlet o) the $ashboar#s page%
2"1
P6 'PPM ser7s /ui&e
Copying (ocu"ents fro" E3isting *e"p!ates
4) P6 is co")igured to use the co"te"t repository, you ca" copy docume"ts
)rom templates to add a "e+ docume"t *ased o" a" e1isti"g template%
,o copy docume"ts )rom templates:
1. Clic( Pro%ects%
B. O" the Pro%ect ta*, select a pro3ect a"d clic( A## ,ptions !op from
e2isting template%
?. 4" the Select a Template to cop from dialog *o1, select a template a"d clic(
,1%
6. O" the Pro%ect ta*:
a% Clic( the 4eneral ta* a"d e"ter a "ame i" the Title
)ield% *% Clic( a"d co")igure each ta* as "ecessary%
c% Clic( Save%
*ips
,he Select a Template to cop from dialog *o1 displays all the template
docume"ts that e1ist )or the pro3ect%
,ypes o) policies:
Cou ca" also create docume"t templates )rom the $ocuments portlet o) the
A00ing (ocu"ents to a Pro$ect an0 &toring *he" in the Content 2epository
Cou ca" add docume"ts )rom your computer or a "et+or( server to the co"te"t
repository a"d desig"ate them as private, read5o"ly, or shared +ithi" the curre"t
pro3ect% 8he" you add shared docume"ts, they are ready )or docume"t revie+s%
.ote: ,his topic assumes that you have setup the optio"al
co"te"t repository%
,o add a docume"t to a pro3ect a"d store that docume"t i" the co"te"t repository:
methods:
+ith%
2(+
B. O" the Pro%ect ta*:
*% -Optio"al. E1pa"d o"e or more )olders% 4) "ecessary, create a )older% 7ee
the related topics%
c% Clic( A## ,ptions A## $ocument%
?. 4" the Select "ile dialog *o1:
a% 7elect a docume"t%
*% Clic( ,pen%
a% Clic( a"y o) the )ive ta*s a"d complete the data
)ields% *% Clic( Save%
*ips
Cou ca" complete all availa*le docume"t ma"ageme"t )u"ctio"s o" the
copy, +hich has "o relatio"ship to the origi"al docume"t%
,o add a docume"t to a )older, select the )older *e)ore you clic( the A## ,ptions
me"u% Cou ca""ot add a docume"t to a read5o"ly )older%
&t a"y time, you ca" privatiDe docume"ts that you added to the applicatio"% ,o
ma(e a docume"t private, select the docume"t i" the Pro%ects $ocuments
portlet or o" the $ocuments page, clic( Access *evel ,ptions#Ma'e Private%
Cou ca" also add pu*lic docume"ts )rom the Pro%ect $ocuments portlet o) the
Wor'space page, the $ocuments portlet o) the Wor'group Wor'space
page, or the M $ocuments portlet o) the $ashboar#s page%
A00ing (ocu"ents to a Pro$ect fro" the Content 2epository
4" additio" to addi"g docume"ts to the repository, you ca" also add them to
pro3ects &rom the co"te"t repository% 8he" you add a" e1isti"g repository
docume"t you ca" decide to copy it )or a )resh start +ithi" the "e+ assig"ed
pro3ect or simply li"( to it%
.ote: ,his topic assumes that you have setup the optio"al
co"te"t repository%
,o add a docume"t )rom the repository a"d copy it or li"( it to a pro3ect:
methods:
+ith%
2(-
P6 'PPM ser7s /ui&e
*% -Optio"al. E1pa"d o"e or more )olders% 4) "ecessary, create a )older% 7ee
the related topics%
c% Clic( A## ,ptions A## from content repositor%
?. 4" the Select $ocument dialog *o1:
a% 7elect a docume"t% 4) "ecessary, e1pa"d a"y )olders or use the search
)ield% *% 7elect the !op selecte# #ocument or *in' to selecte#
#ocument optio"%
c% Clic( ,1%
a% Clic( a"y o) the )ive ta*s a"d complete the data
)ields% *% Clic( Save%
*ips
&dd a copy +he" you +a"t pro3ect mem*ers to cha"ge the "e+ docume"t% &dd a
li"( to a co"te"t repository docume"t +he" you +a"t to preserve the origi"al
docume"t%
,he li"( displays i" the )older you selected i" your docume"t vie+, i"dicati"g that
you have created a li"( to the docume"t i" its locatio" i" the co"te"t repository%
Cou ca" also li"( to repository docume"ts )rom the $ocuments portlet o) the
Wor'group Wor'space page, the M $ocuments portlet o) the
$ashboar#s page, a"d the Pro%ect $ocuments portlet o) the Wor'space
page%
Configuring (ocu"ent (etai!s
4) P6 is co")igured to use the co"te"t repository, you ca" vie+ a"d edit detailed
i")ormatio" )or private docume"ts, +or(group docume"ts, a"d docume"ts you
have privileges to modi)y%
,o co")igure docume"t details:
1. Clic( Pro%ects%
*% Clic( the 4eneral ta* a"d co")igure the )ields, optio"s, a"d lists as
"ecessary% c% -Optio"al. Clic( the $escription ta* a"d e"ter a descriptio" i"
the )ield%
2(2
d% Clic( the Relate# Items ta* to assig" related items to the
docume"t% e% Clic( Save%
*ips
Cou ca" also clic( E#it $etails i" the M $ocuments portlet o) the
$ashboar#s page, the Pro%ect $ocuments portlet o) the Wor'space page, or
the $ocuments portlet o) the Wor'group Wor'space page to access the
$ocument $etails dialog *o1%
Assigning 2e!ate0 -te"s to (ocu"ents
Cou ca" assig" related activities, 8G7s, issues, a"d docume"ts to a
docume"t% ,o assig" related items to a docume"t:
1. Clic( Pro%ects%
docume"t% *% Clic( the Relate# Items ta*%
?. O" the Relate# Items ta*:
,o relate activities or 8G7s, clic( Relate Activities or W+S a"d select
activities or
8G7s )rom the dialog *o1%
,o relate issues, clic( Relate Issues a"d select issues )rom the dialog *o1%
,o relate docume"ts, clic( Relate $ocuments a"d select docume"ts
6. O" the Pro%ect ta*, clic( Save%
*ips
Cou ca" also clic( E#it $etails i" the M $ocuments portlet o) the $ashboar#s
page, the Pro%ect $ocuments portlet o) the Wor'space page, or the $ocuments
portlet o) the Wor'group Wor'space page to access the Relate# Items ta* o)
the $ocument $etails dialog *o1% E1pa"d the Relate# Items sectio" o" the
$etails of page o) the $ocuments page to assig" related items to docume"ts
+he" your co"te"t repository is "ot co")igured%
Chec%ing ut (ocu"ents
Chec( out a docume"t to save a copy to your local machi"e or a"other speci)ied
locatio"% Chec(i"g out a docume"t loc(s the docume"t to preve"t others users )rom
ma(i"g simulta"eous updates to it% 8he" a docume"t is chec(ed out, users ca" still
vie+ a"d do+"load the docume"t, *ut they ca""ot modi)y, delete, or chec( it out%
,o chec( out a docume"t:
1. Clic( Pro%ects%
2(3
P6 'PPM ser7s /ui&e
F. O" the $ocuments page, clic( the Pro3ect ta*%
B. O" the Pro%ect ta*, select a pro3ect a"d clic( !hec' ,ut options !hec'
out%
?. 4" the !hec' ,ut $ocument dialog *o1, clic( !hec' ,ut #ocument to %
6. 4" the Save As dialog *o1, select a locatio" a"d clic( Save%
@. 4" the !hec' ,ut $ocument dialog *o1:
a% 7elect or clear the optio" to determi"e i) you +a"t the docume"t to
automatically ope" a)ter it is chec(ed out%
*% Clic( !hec' ,ut%
*ips
,o u"do a chec( out, clic( -n#o !hec' ,ut o" the !hec' ,ut options me"u%
8he" a" item is chec(ed out, it +ill have a *eside it%
,he co"te"t repository must *e co")igured )or use +ith P6 to e"a*le the
)u"ctio"ality descri*ed i" this topic%
Cou ca" also chec( out docume"ts )rom the M $ocuments portlet o) the
$ashboar#s page, the $ocuments portlet o) the Wor'group Wor'space
page, a"d the Pro%ect $ocuments portlet o) the Wor'space page%
Chec%ing -n (ocu"ents
Chec( i" a docume"t +he" you are )i"ished +ith it% Cou must chec( i" a docume"t to
li)t the loc( that a chec( out places o" a docume"t%
,o chec( i" a docume"t:
1. Clic( Pro%ects%
B. O" the Pro%ect ta*, select a chec(ed out docume"t a"d clic( !hec'
,ut options !hec' in%
?. 4" the !hec' In $ocument dialog *o1:
a% Clic( Select $ocument a"d veri)y that the path to the docume"t is
correct%
*% Clic( the !omments )ield a"d e"ter a"y comme"ts you +a"t to i"clude +ith
the docume"t%
c% 7elect the $elete *ocal "iles optio" i) you +a"t the applicatio" to
automatically delete the docume"t )rom your local drive or other locatio"%
d% Clic( !hec' In%
*ips
8he" a" item is chec(ed out, it +ill have a *eside it%
2(4
,he co"te"t repository must *e co")igured )or use +ith P6 to e"a*le the
)u"ctio"ality descri*ed i" this topic%
Cou ca" also chec( out docume"ts )rom the M $ocuments portlet o) the
$ashboar#s page, the $ocuments portlet o) the Wor'group Wor'space
page, a"d the Pro%ect $ocuments portlet o) the Wor'space page%
&en0ing E8Mai! about (ocu"ents
Cou ca" se"d e5mail )or a pro3ect or +or(group docume"t that i"cludes *asic
details a"d a *oo(mar( li"( to the docume"t%
,o se"d docume"t e5mails:
1. Clic( Pro%ects%
B. O" the Pro%ect ta*, select a docume"t a"d clic( E-mail $ocument $etails%
?. 4" the E-mail dialog *o1:
*ips
Cou must have a" e5mail address listed i" you user pro)ile to se"d a" e5mail%
Cou ca" also se"d docume"t e5mails )rom the $ocuments portlet o) the
Wor'space page, the M $ocuments portlet o) the $ashboar#s page, or the
$ocuments page -+ithout the co"te"t repository.%
Assigning (ocu"ents to Wor%groups
&ssig" docume"ts to a +or(group i) they are related to the co"te"t the
+or(group covers%
,o assig" docume"ts to a +or(group:
1. Clic( Pro%ects%
*% Clic( Access *evel ,ptions Assign to Wor'group%
?. 4" the Select Wor'group dialog *o1, select a +or(group a"d clic( ,1%
*ips
,he Assign to Wor'group optio" is disa*led i) the docume"t is already
assig"ed to a +or(group%
2(5
P6 'PPM ser7s /ui&e
Cou ca" o"ly assig" docume"ts to +or(groups o) the selected pro3ect%
Creating (ocu"ent 5o!0ers
4) P6 is co")igured to use the co"te"t repository, you ca" create docume"t )olders
as a method o) docume"t orga"iDatio" i" a pro3ect%
,o create docume"t )olders:
1. Clic( Pro%ects%
B. O" the Pro%ect ta*, select a pro3ect to +hich you +ill add the )older a"d clic(
A## ,ptions A## "ol#er%
?. 4" the A## "ol#er dialog *o1:
a% E"ter a "ame i" the "ol#er .ame )ield%
*% 7elect a policy )rom the Securit
Polic list% c% Clic( ,1%
*ips
,ypes o) policies:
Cou ca" also create docume"t )olders )rom the $ocuments portlet o) the
About (ocu"ent 2e#iews
& docume"t revie+ is a process i" +hich a speci)ic versio" o) a docume"t is
assig"ed to o"e or more people to revie+% &t some orga"iDatio"s, revie+s represe"t
a help)ul +ay o) shari"g i")ormatio" a"d gatheri"g speci)ic comme"ts or )eed*ac(
)rom others% &t others, this type o) colla*oratio" is re2uired as part o) a 2uality
process or complia"ce directive%
4"itiate a revie+ +he" you have a docume"t that re2uires the approval o) o"e or
more people% >or e1ample, you might have a "e+ docume"t that re2uires that )our
other mem*ers o) your departme"t revie+ it% Ge)ore ma(i"g the docume"t
availa*le to all mem*ers o) the pro3ect, you have each departme"t mem*er revie+
the docume"t )or accuracy%
.ote: Eocume"t revie+s re2uire i"stallatio" o) the
co"te"t repository +ith P6% Co"tact your P6 )or more
i")ormatio"%
8he" starti"g a docume"t revie+, you ca" speci)y revie+ers a"d select a revie+
type% ,hese revie+ types determi"e the approval re2uireme"ts a"d revie+er
se2ue"ce:
2(6
Anone Ma Revie): E"a*les a"y o) the listed revie+ers to approve or re3ect the
docume"t versio"% O"ce o"e revie+er approves it, the revie+ status cha"ges to
0evie+ &pproved/ o"ce o"e revie+er re3ects it, the revie+ status cha"ges to 0evie+
0e3ected%
Everone Must Revie): 0e2uires each listed revie+er to respo"d to the docume"t
revie+ to complete it% ,o cha"ge the revie+ status to 0evie+ &pproved, all revie+ers
must approve the docume"t% ,o cha"ge the revie+ status to 0evie+ 0e3ected, o"ly
o"e revie+er "eeds to re3ect the docume"t%
Everone Must Revie) in Se;uence: 0e2uires each listed revie+er to respo"d to
the docume"t revie+ i" a desig"ated se2ue"ce to complete it% ,o cha"ge the revie+
status to 0evie+ &pproved, all revie+ers must approve the docume"t% ,o cha"ge the
revie+ status to 0evie+ 0e3ected, o"ly o"e revie+er "eeds to re3ect the docume"t%
O"ce o"e revie+er re3ects the docume"t, the revie+ is complete%
2e#iewing (ocu"ents
4) you have P6 i"stalled +ith co")igured +or()lo+ a"d co"te"t repositories, you ca"
start or participate i" a docume"t revie+%
7elect o"e o) the li"(s *elo+ *ased o" +hether you are starti"g or participati"g i"
the revie+:
Creating $ocument Revie(s -o" page A@.
Participating in $ocument Revie(s -o" page AA.
Creating (ocu"ent 2e#iews
4) you have the optio"al co"te"t repository i"stalled +ith P6, you ca" i"itiate a
docume"t revie+%
,o create a docume"t revie+:
1. Clic( Pro%ects%
F. O" the $ocuments page, clic( the Pro%ects ta*%
B. O" the Pro%ects ta*:
a% 7elect the docume"t you +a"t
revie+ed% *% Clic( Start Revie)%
?. 4" the Start Revie) dialog *o1:
a% E"ter a value i" each re2uired )ield%
*% Clic( Assign Revie)ers a"d select o"e or more revie+ers )rom the dialog
*o1%
.ote: 4) you select the revie+ type Everone Must
Revie) In Se;uence, use the -p a"d $o)n
arro+s to arra"ge the se2ue"ce o) revie+ers%
c% -Optio"al. Clic( $ue $ate a"d select a date *y +hich the revie+ers
must complete the revie+%
2("
P6 'PPM ser7s /ui&e
d% Clic( !reate Revie)%
*ips
0evie+s you have i"itiated appear o" the M Revie)s ta* o) the $ocument
Revie)s portlet o" the dash*oard% Clic( E#it $etails, a"d vie+ a list o) all
revie+er respo"ses, revie+ details, a"d the "ames o) revie+ers +ho have "ot yet
respo"ded to the revie+% O"ce the revie+ is complete, the docume"t "o lo"ger
appears i" the $ocument Revie)s portlet% Cou ca" su*se2ue"tly access details
)or the completed revie+ )rom the $ocument $etails dialog *o1%
4) the Start Revie) *utto" is disa*led, this i"dicates o"e o) the )ollo+i"g
co"ditio"s e1ists, preve"ti"g the start o) a "e+ revie+:
,he curre"t versio" o) the docume"t is i" revie+ or has *ee" revie+ed
& previous versio" o) the docume"t is i" revie+
Multiple docume"ts are selected -Cou ca" se"d o"ly o"e docume"t )or revie+
at a time.
,he pro3ect or docume"t is already chec(ed out )or e1clusive use
,he docume"t's Securit Polic is set to Personal
Cou do "ot have the appropriate privileges
& template is ope"
Cou ca" also create docume"t revie+s )rom the Pro%ect $ocuments or
!ommunication !enter portlets o) the Wor'space page or the M
$ocuments portlet o) the $ashboar#s page%
Participating in (ocu"ent 2e#iews
4) you have co")igured the optio"al Content +epositor +ith P6, a"d you are
assig"ed as a revie+er )or a speci)ic docume"t, you ca" revie+ docume"ts )rom the
$ocument Revie)s portlet o" a dash*oard% &s a revie+er, you ca" access revie+
details, add comme"ts or attachme"ts, a"d approve or re3ect the docume"t%
,o respo"d to a docume"t revie+:
1. Clic( $ashboar#s%
. O" the $ashboar#s page, select a dash*oard%
F. O" the dash*oard, e1pa"d the $ocument Revie)s portlet a"d clic( the Action
Re;uire# ta*%
B. O" the Action Re;uire# ta*:
a% 7elect a docume"t to revie+%
*% Clic( 9ie) to vie+ the docume"t%
c% Clic( $etails to vie+ attachme"ts a"d comme"ts )rom previous
revie+ers% d% Clic( Approve or Re%ect%
?. 4" the Approve $ocument Revie) or Re%ect $ocument Revie) dialog *o1:
a% E"ter a"y supporti"g comme"ts%
*% &ttach a"y supporti"g docume"ts%
2((
c% Clic( Approve or Re%ect%
*ips
4) the revie+ type is set to Everone Must Revie) in Se;uence, the
revie+ +ill "ot appear i" su*se2ue"t revie+ers' Action Re;uire# portlets
u"til the docume"t has *ee" approved *y the previous revie+er%
4) the $ocument Revie)s portlet is "ot availa*le, co")igure dash*oard
co"te"t i" order to add it to the dash*oard%
*er"inating (ocu"ent 2e#iews
Cou ca" termi"ate docume"t revie+s that you
i"itiated% ,o termi"ate a docume"t revie+:
F. O" the dash*oard, e1pa"d the $ocument Revie)s portlet%
B. 4" the $ocument Revie)s portlet, clic( the M Revie)s ta*%
?. O" the M Revie)s ta*:
a% 7elect the "ame o) the docume"t revie+ you +a"t to
termi"ate% *% Clic( Terminate%
*ips
Co")igure dash*oard co"te"t to add a portlet to the dash*oard i) it is "ot availa*le%
&earching for (ocu"ents
Cou ca" search )or docume"ts usi"g a *asic search +ith (ey+ords a"d operators or
you ca" co"duct a" adva"ced search a"d co"struct more comple1 search 2ueries
)or docume"ts%
Clic( o"e o) the )ollo+i"g li"(s to see ho+ to per)orm a 2uic( or adva"ced search:
&earching for $ocuments 6A"vance" &earch7 -o" page 9!.
&earching for $ocuments 68uic3 &earch7 -o" page 9!.
*ips
>rom a dash*oard, you ca" search your private docume"ts, a"d all
pro3ect docume"ts to +hich you have access%
>rom a +or(group, you ca" search all docume"ts that *elo"g to the +or(group,
a"d all other docume"ts i" that pro3ect%
Cou ca" o"ly search )or pro3ect docume"ts that have *ee" added i" P6 *y a
user +ho has a co")igured co"te"t repository i"stalled%
Eocume"ts are listed i" order o) their releva"ce to the search criteria%
Eocume"ts that are most closely related to the search criteria appear )irst i"
the list%
2(1
P6 'PPM ser7s /ui&e
&earching for (ocu"ents 6A0#ance0 &earch7
Cou ca" per)orm adva"ced searches )or docume"ts usi"g authors a"d
dates% ,o search )or docume"ts:
1. Clic( Pro%ects%
B. O" the Pro%ect ta*, clic( Search ,ptions Search%
?. 4" the $ocument Search dialog *o1, clic( A#vance# %
6. 4" the A#vance# Search ,ptions sectio":
E1pa"d the Search b Person sectio" a"d co")igure the Author list%
&"d#Or
E1pa"d the Search b $ate sectio" a"d co")igure the optio" a"d )ields%
@. 4" the $ocument Search dialog *o1, clic( Search%
*ips
Cou ca" search *y author, *y creatio" date, or *oth% 4) you e"ter a value i" *oth
sectio"s, the applicatio" searches )or all docume"ts that +ere added *y the
author a"d created *et+ee" the dates you list%
,he applicatio" lists the most releva"t docume"ts )irst%
Clic( !lear !riteria to reset the $ocument Search dialog *o1%
Cou ca" o"ly search )or pro3ect docume"ts that have *ee" added to P6 *y a
user +ith a co")igured co"te"t repository%
,o clear the search results, clic( Search ,ptions#!lear Search Results%
8he" usi"g a"y o) the A#vance# Search optio"s, you ca" o"ly search the
most curre"t versio"s o) docume"ts%
Cou ca" also search )or docume"ts )rom the Pro%ect $ocuments portlet o)
the Wor'space page, the $ocuments portlet o) the Wor'group Wor'space
page, a"d the M $ocuments portlet o) the $ashboar#s page%
&earching for (ocu"ents 6Euic% &earch7
Cou ca" per)orm 2uic( searches )or docume"ts usi"g o"ly
te1t% ,o search )or docume"ts:
1. Clic( Pro%ects%
B. O" the Pro%ect ta*, clic( Search ,ptions Search%
?. 4" the $ocument Search dialog *o1:
a% E"ter (ey+ords a"d operators i" the Search Te2t )ield%
21+
*% -Optio"al. 7elect the Search title an# contents optio" to search
docume"t titles a"d co"te"t%
c% E"ter a value i" the *imit results to /ma2imum 8AA0 )ield to speci)y a
limit o" the "um*er o) search results%
d% Clic( Search%
*ips
,ype operators i" capital letters%
,he applicatio" lists the most releva"t docume"ts )irst%
Clic( !lear !riteria to reset the $ocument Search dialog *o1%
Cou ca" o"ly search )or pro3ect docume"ts that have *ee" added i" P6 *y a
user +ho has a co")igured co"te"t repository i"stalled%
,o clear the search results, clic( Search ,ptions#!lear Search Results%
Cou ca" also search )or docume"ts )rom the Pro%ect $ocuments portlet o)
the Wor'space page, the $ocuments portlet o) the Wor'group Wor'space
page, a"d the M $ocuments portlet o) the $ashboar#s page%
@iewing (ocu"ents
4) P6 is co")igured to use the co"te"t repository, you ca" vie+ pu*lic docume"ts or
your private docume"ts% 4) you *elo"g to a +or(group, you ca" also vie+ +or(group
docume"ts%
,o vie+ docume"ts:
1. Clic( Pro%ects%
docume"t% *% Clic( 9ie) ,ptions
9ie)%
?. 4" the ,pening dialog *o1, select the ,pen )ith optio" to ope" the )ile or select
the
Save "ile optio" to save the )ile to your computer a"d clic( ,1%
*ips
4) P6 is co")igured +ith a co"te"t repository a"d you have the appropriate
privileges, you ca" vie+ docume"ts +ith &uto;ue )rom the $ocuments detail
+i"do+ o) the Activities page%
Cou ca" also vie+ docume"ts )rom the $ocuments detail +i"do+ o) the
Activities page, the Pro%ect $ocuments portlet o) the Wor'space page, or
the M $ocuments portlet o) the $ashboar#s page%
21-
P6 'PPM ser7s /ui&e
(own!oa0ing (ocu"ents
4) P6 is i"stalled +ith a co")igured co"te"t repository a"d +or()lo+ repository, you
ca" do+"load a read5o"ly copy o) a docume"t to your local machi"e or a"other
speci)ied locatio"%
Eo+"loadi"g e"a*les you to (eep a perso"al copy o) the docume"t a"d ma(e
modi)icatio"s to it i" the docume"t's "ative applicatio"% &"y cha"ges you ma(e to
the docume"t are saved locally a"d do "ot a))ect the origi"al docume"t i" P6%
,o do+"load docume"ts:
1. Clic( Pro%ects%
F. O" the $ocuments page, select the Pro%ect ta*%
B. O" the Pro%ect ta*, e1pa"d a pro3ect, select a docume"t, a"d clic( 9ie)
,ptions $o)nloa#%
?. 4" the $o)nloa# $ocument dialog *o1:
a% Clic( the Path )ield a"d e"ter a path or clic( a"d select a do+"load
locatio" )rom the dialog *o1%
*% 7elect the ,pen $ocument optio" i) you +a"t the docume"t to
ope" automatically a)ter it is saved%
c% Clic( $o)nloa#%
*ips
Cou ca" also do+"load docume"ts )rom the M $ocuments portlet o) the
$ashboar#s page, the Pro%ect $ocuments portlet o) the Wor'space page,
a"d the $ocuments portlet o) the Wor'group Wor'space page%
About Wor%f!ows
& +or()lo+ is a" automated *usi"ess process that routes i")ormatio" a"d tas(s
*et+ee" participa"ts accordi"g to a de)i"ed set o) procedures or rules desig"ed to
coordi"ate a speci)ic *usi"ess goal% 8or()lo+s are primarily characteriDed *y their
level o) procedural automatio" i"volvi"g o"e or more dy"amic related series o)
processes, a"d their com*i"atio" o) huma" a"d machi"e5*ased tas(s i"volvi"g
i"teractio" +ith so)t+are a"d systems%
,he )ollo+i"g i"dustry segme"ts, mar(ed *y relatively high o))ice la*or costs
a"d tra"sactio" volume, have demo"strated success)ul +or()lo+
impleme"tatio"s:
4"sura"ce
Ga"(i"g
9egal
Ge"eral U &dmi"istrative
Eesig"
212
E"gi"eeri"g
Ma"u)acturi"g
Gusi"ess process modeli"g a"d +or()lo+ automatio" allo+ tra"sactio"s to *e
co"ducted electro"ically +ithout the "eed )or ma"ual i"terve"tio" such as
co"ducti"g certai" validatio"s or re5(eyi"g data% 8he" +or()lo+ 4, systems are
processi"g repetitive, mu"da"e, a"d o)te" error5pro"e +or(, tale"ted staJ resources
*ecome availa*le to ha"dle activities that add real value to the e"terprise%
P6 i"cludes a sample Pro5ect $nitiation and +eview +or()lo+ used to evaluate
proposed +or( )or GPM 1!g% 4t automates the process o) revie+i"g a"d approvi"g
"e+ pro3ect re2uests% Cou ca" also create your o+" +or()lo+s impleme"ted through
the use o) templates created usi"g GPM% Each +or()lo+ template de)i"es the data,
*usi"ess processes, revie+ phases, a"d approval re2uireme"ts )or the varyi"g types
o) +or()lo+s speci)ic to your orga"iDatio"% ,he "ecessary security privileges must *e
i" place )or you to create, i"itiate, or participate i" +or()lo+s%
Wor%ing with Wor%f!ows in P6
Use +or()lo+s to route *usi"ess processes such as pro3ect i"itiatio" re2uests
through your orga"iDatio" to gather i")ormatio" a"d visi*ility *e)ore a go#"o go
decisio" is made% ,emplate data, routi"g desig"ators, a"d approval rules ca" *e set
)or each stage o) a +or()lo+% ,o illustrate these optio"s, prete"d +e have a +or()lo+
i"volvi"g )ive (ey approval ma"agers% Cou ca" de)i"e the +or()lo+ such that all )ive
must approve a"d eve" speci)y a particular se2ue"ce, i) a"y% & much more rela1ed
approval rule +ould re2uire o"ly o"e out o) the )ive to approve%
8or()lo+s *egi" i" GPM +here your admi"istrator de)i"es the actual +or()lo+
tas(s i"volved a"d assig"s them to speci)ic users, roles, or groups% ,he", i" P6,
a" actual *usi"ess "eed (ic(s oJ a separate i"sta"ce o) the +or()lo+ a"d its
re2uired tas(s are automatically routed to their users, roles, or groups%
213
P6 'PPM ser7s /ui&e
8he" a speci)ic user or a"y user assig"ed to a role or group logs i"to P6, the
Wor'(o)s portlet o" their dash*oard +ill display their releva"t tas(s at this stage
o) the +or()lo+, as authe"ticated *y GPM% &s a +or()lo+ participa"t, you ca" select
a tas( i" the +or()lo+ i"sta"ce a"d claim o+"ership )or it% ,his mea"s you +ill *e
respo"si*le )or per)ormi"g the tas(% ,he applicatio" re)reshes itsel) to sho+ o"ly the
actio"s permitted )or this particular stage o) the +or()lo+ )or you -the curre"tly
logged i" user.%
*ab!e 1 of 24 Bey Wor%f!ow &creen E!e"ents
-te" (escription
Setup an# !onfiguration: &)ter your admi"istrator sets up GPM,
co")igure a dash*oard to display the Wor'(o)s portlet%
214
-te" (escription
Action Re;uire# Tab: ,his ta* sho+s the tas(s that are importa"t to you
-the curre"tly logged i" user.%
M Wor'flo)s Tab: ,his ta* e"a*les you to vie+ all +or()lo+s
accordi"g to role a"d status )ilters you ca" set%
Initiate a Wor'(o): Clic( Initiate a Wor'(o) to start a "e+
i"sta"ce o) a +or()lo+ *ased o" a predesig"ed template%
215
P6 'PPM ser7s /ui&e
*ab!e 2 of 24 Bey Wor%f!ow &creen E!e"ents
-te" (escription
+PM Wor'space: Use the GPM 8or(space to update the progress o)
tas(s, i"itiate a cha"ge, re2uest a pro3ect, a"d retrieve pro3ect
i")ormatio"%
Cou are also a*le to apply a *ul( actio" to multiple +or( items%
.ote: 4) usi"g GPM 11g -+hich al+ays uses secure sig"5o" or 77O
authe"ticatio". or i) usi"g GPM 1!g +ith 77O co")igured, you +ill see
the )orm i" a "e+ +i"do+% 4) 77O authe"ticatio" is "ot co")igured
+ith GPM
1!g, you must log i"to GPM i" the resulti"g +i"do+, close that
+i"do+, a"d the" retur" to P6 a"d clic( 9ie) "orm agai"% ,his
procedure is
re2uired +he"ever your GPM sessio" e1pires%
Sample Wor'(o): & *asic +or()lo+ image +ith tas(s )or a
*usi"ess user, t+o pro3ect oJices, a"d a pro3ect ma"ager% ,he
curre"t +or()lo+ tas( is 0e2uest Pro3ect *ecause it is outli"ed i" red
a"d i"dicated *y a red arro+%
Wor'(o) =istor: ;ie+ a chro"ological se2ue"ce o) all the
previous actio"s, users, a"d stages i" the curre"t +or()lo+%
Participating in Wor%f!ows
&ll +or()lo+ tas(s re2uiri"g your participatio" are listed i" the Action Re;uire#
ta* o) the Wor'(o)s portlet o" a dash*oard% >or e1ample, you might *e as(ed to
evaluate "e+ pro3ect i"itiatives as part o) a "e+ pro3ect evaluatio" +or()lo+%
,he process )orm that accompa"ies each +or()lo+ tas( is *ased o" the +or()lo+
type a"d stage, so the i")ormatio" displayed might vary each time you per)orm
this tas(%
.ote: ,he Wor'flo)s portlet re2uires i"stallatio" o) GPM%
7ee your admi"istrator%
,o revie+ a +or()lo+ tas(:
F. O" the dash*oard, e1pa"d the Wor'(o)s portlet%
B. 4" the Wor'(o)s portlet, clic( the Action Re;uire# ta*%
?. O" the Action Re;uire# ta*, select a tas( a"d clic( 9ie) "orm%
.otes:
216
21"
4) usi"g GPM 11g -+hich al+ays uses secure sig"5o" or 77O
authe"ticatio". or i) usi"g GPM 1!g +ith 77O co")igured, you
+ill see the )orm i" a "e+ +i"do+% 4) 77O authe"ticatio" is
"ot co")igured +ith GPM 1!g, you must log i"to GPM i" the
resulti"g +i"do+, close that +i"do+, a"d the" retur" to P6
a"d clic( 9ie) "orm agai"% ,his procedure is re2uired
+he"ever your GPM sessio" e1pires%
>or +or()lo+ tas(s +ith "o associated )orm, this ico" is disa*led%
,o per)orm a" actio" o" a +or()lo+ tas( +ith "o associated
)orm, log i"to GPM a"d use the availa*le me"us, *utto"s,
a"d
other optio"s o" the )orm% 4t is also possi*le to desig" a solutio"
usi"g the P6 4"tegratio" &P4%
6. O" the +PM Wor'(o) "orm dialog *o1, select a" actio" to per)orm or
revie+ the resulti"g )orm or message% ,he title a"d availa*le scree" eleme"ts
o) this )orm vary depe"di"g o" the selected +or()lo+, stage, tas(, a"d steps%
@. Clic( Submit, Save, or a similar comma"d to complete the actio" re2uired
)or this particular +or()lo+ tas(%
211
P6 #er#iew
-n *his &ection
CustomiDi"g the P6 User E1perie"ce %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 99
&*out the User 4"ter)ace %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F!!
Pri"ti"g Pages Usi"g P6 Pri"ti"g ,ools %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F1@
Pri"ti"g Pages Usi"g Cour 8e* Gro+ser %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F1A
Custo"i=ing the P6 /ser E3perience
P6 i"cludes sophisticated layers o) security, vie+, a"d customiDatio" )eatures
desig"ed to co"trol access a"d structure the colla*orative e1perie"ce o) your e"tire
team +hile also allo+i"g users to i"dividually customiDe vie+s a"d )ormat their data%
Periodically per)orm the se2ue"ce o) steps *elo+ )or each user to optimiDe their
e1perie"ce%
8he" customiDi"g your user e1perie"ce, co"sider the )ollo+i"g 2uestio"s% ,hese
chec(s may *e per)ormed i" +hole or i" part, a"d i" a"y se2ue"ce% ,he order sho+"
here is "ot ma"datory% ,hese items simply provide a *asic chec(list +he" e1ami"i"g
your i"teractio" +ith the applicatio"%
$o I have the right mo#ule access settingsC ,his determi"es +hich mai"
modules o) the solutio" you ca" access, such as Port)olios, 0eports, P6
Pro)essio"al, a"d P6 EPPM 8e* 7ervices%
$o I have the right user interface vie)C ,his determi"es +hich mai"
pages i" the applicatio" you ca" access% Cour admi"istrator may assig" you
to a" optio"al role5speci)ic user inter&ace view that correspo"ds to your
assig"me"ts a"d +or( processes% & group o) users +ith similar roles +ill
o)te" *e assig"ed the same user
i"ter)ace vie+% Cou ca" edit your o+" perso"al vie+ setti"gs o" the M
Preferences
page%
$o I have the right securit profilesC ,his determi"es +hat )u"ctio"s you ca"
per)orm%
Cour admi"istrator +ill li(ely assig" you to a role5speci)ic "lo)al securit pro&ile
a"d
pro5ect securit pro&ile that correspo"ds to your assig"me"ts a"d +or( processes%
&
group o) users +ith similar roles +ill o)te" *e assig"ed the same security pro)ile%
$o I have the right ,+S /pro%ect0 access settingsC ,his determi"es +hich
pro3ects are availa*le to you *ased o" your assig"ed respo"si*le ma"ager%
$o I have the right global preferencesC ,his determi"es the ge"eral
)ormatti"g a"d pre)erred setti"gs o) data across the applicatio"% >or e1ample,
you ca" speci)y the curre"cy a"d date )ormat you +a"t to use% Eve" though you
ca" customiDe these pre)ere"ces, it is recomme"ded that teams ma(e choices
alig"ed +ith team goals%
P6 'PPM ser7s /ui&e
$o I have the right application settingsC ,his determi"es ho+ P6 i")ormatio"
is ha"dled a"d appears )or all users% >or e1ample, the de)ault hours per time
period, 4E stri"g le"gths, i"tegratio" li"(s, a"d other de)ault setti"gs%
$o I have the current page customi6e# to 5t m nee#sC ,here are t+o
mai" +ays to customiDe a page, detailed *elo+%
!ustomi6able Page-Specific 9ie)s: Certai" pages o) the applicatio"
provide a sta"dard mecha"ism )or co")iguri"g shared vie+s a"d customiDi"g
i"dividual vie+s% ,hese i"clude &ctivity, EP7, 0esource &ssig"me"t, a"d
port)olio vie+s i" portlets or o" the Port)olio &"alysis page% ,hey provide
commo" +ays to vie+ a"d +or( +ith data o" their respective pages o)
applicatio"% 4"stead o) ma"ually ad3usti"g the curre"t page, you ca" simply
s+itch the applied vie+%
,n-Screen !ontrols: Ma"ually i"vo(e the customiDatio" )eatures
provided o" each page% ,hroughout the applicatio", these )eatures are
availa*le through !ustomi6e li"(s or other co"te1t5speci)ic tool*ars a"d
optio"s displayed o" the page% E1amples o) scree" customiDatio" )ollo+:
Ge"erally spea(i"g, +ithi" all pages, you ca" hide, sho+, e1pa"d
a"d collapse eleme"ts as "eeded%
,he Activities page a"d Portfolio !apacit Planning page, )or
e1ample, oJer e1te"sive optio"s that e"a*le you to retrieve, orga"iDe,
a"d chart data accordi"g to your speci)ic re2uireme"ts%
4" the Issues portlet, you ca" )ilter, group, a"d chart issues as +ell as
choose the data details to display%
Cou ca" customiDe dash*oards to display the portlets you +a"t a"d to
speci)y ho+ you +a"t to orga"iDe them +ithi" the +or(space% ,he
dash*oard )ilteri"g )eature lets you )ocus o" i")ormatio" related to a
si"gle pro3ect or all pro3ects associated +ith a speci)ic port)olio or
pro3ect code% 4) you have the re2uired privileges, you ca" customiDe the
+or(space a"d +or(groups associated +ith a pro3ect%
About the /ser -nterface
,he applicatio"'s user i"ter)ace co"sists o) )amiliar scree" co"trols such as pages,
ta*s, a"d dialog *o1es, data e"try co"trols, *utto"s, a"d li"(s appeari"g i" a
sta"dard +e* *ro+ser%
.ote: Cour access to data a"d a*ility to i"teract +ith the
user i"ter)ace are co"trolled *y various security )eatures%
Wor%ing with the P6 /ser -nterface
,he user i"ter)ace prese"ts )amiliar scree" eleme"ts you ma"ipulate i" your +e*
*ro+ser% ,hey i"clude all o) the )ollo+i"g commo" types o) user i"ter)ace o*3ects
a"d several more special o*3ects "ot listed:
pages
3++
P6 O!er!ie3
ta*s
dialog *o1es
detail +i"do+s
portlets
)ields
lists
*utto"s
li"(s
ta*les
charts
cale"dars
0e)er to the sample images *elo+ to orie"t yoursel) +ith the P6 graphical user
i"ter)ace i"side your +e* *ro+ser%
*ab!e of Co""on /ser -nterface E!e"ents
-te" (escription
P6 navigation bar: ,his *ar is al+ays visi*le a"d sho+s *utto"s
represe"ti"g your access to dash*oards a"d a"y o) the mai" modules
o) the applicatio"% Use it to "avigate to the pages a"d me"us i" the
dash*oards, port)olios, pro3ects, resources, or reports sectio"s o) the
applicatio"%
3+-
P6 'PPM ser7s /ui&e
-te" (escription
A#minister menu: ,his me"u oJers access to M Preferences )or all users%
&pplicatio" admi"istrators +ill also have access to o"e or more o)
the )ollo+i"g me"u items: applicatio" setti"gs, e"terprise data,
glo*al
scheduled services, user access, user i"ter)ace vie+s, or user sessio"s%
Personal Wor'space #ashboar#: ,his de)ault dash*oard displays
the portlets you have selected that are importa"t to your +or( goals%
4" this e1ample, "otice the )amiliar hyperli"(s i"cludi"g !ustomi6e
+hich you ca" clic( to co")igure the dash*oard )or use *y you or
multiple users% <otice too that Personal Wor'space is the "ame
)or the ta* you clic( to ope" this dash*oard, si"ce more tha" o"e
dash*oard appears o" this page%
Scorecar# portfolio vie) portlet: 4" this e1ample, the user has
customiDed this dash*oard *y addi"g a port)olio vie+ o) type
scorecard +ithi" its o+" portlet% ,he portlet also sho+s color5coded
i"dicators i" the scorecard a"d ca" *e )urther customiDed to suit +or(
goals% ,he colors o) a *ar chart or histogram are also visi*le i" the
Spen# b Pro%ect port)olio vie+ portlet%
Pro%ects navigation bar: ,his *ar sho+s ico"s represe"ti"g
pages determi"ed *y your assig"ed user i"ter)ace vie+ a"d a"y
custom pre)ere"ces you made% 7imilar *ars ca" *e )ou"d u"der the
Port)olios, Pro3ects, a"d 0esources sectio"s%
Activit Table: O"e o) the ce"tral +or( areas o) the e"tire
applicatio", this ta*le allo+s you to customiDe its colum"s -)ields.,
color5coded groupi"g *a"ds, a"d sort optio"s, a"d o) course apply
)ilters%
Activit 4antt chart: 7ho+" ad3ace"t to the &ctivity ,a*le, the
&ctivity Ga"tt chart represe"ts your schedule a"d o))ers ro*ust
customiDa*le pro3ect ma"ageme"t )eatures i"cludi"g drag a"d
drop editi"g, timescale, progress li"es, relatio"ship li"es,
spotlights, *ar "ec(i"g, a"d help)ul mouseover tips%
Issues #etail )in#o): ,o gather the related details associated
+ith a particular item i" certai" ta*les, the applicatio" o)te"
provides o"e or more detail +i"do+s i" a series alo"g the *ottom%
O" pages supporti"g applied vie+s, you ca" determi"e +hich detail
+i"do+s are sho+" or hidde" +ith your vie+%
3+2
P6 O!er!ie3
-te" (escription
Toolbars: 4" this e1ample, the Activities tool*ar is sho+"% ,here
are hu"dreds o) tool*ars throughout the applicatio" made up o)
over B!! ico"s% ,he Activities, EPS, a"d Resource Assignments
tool*ars i" the applicatio" also )eature their o+" Actions, E#it,
a"d 9ie) me"us%
About &creen Contro!s
&s is typical +ith e"terprise so)t+are, the applicatio"'s mai" pages prese"t more
detail the )urther the user "avigates +ithi" them% ,he )ollo+i"g types o) scree"
co"trols +ill appear:
Pages
,a**ed Pages or simply, ,a*s
Eetail 8i"do+s
Eialog Go1es
Portlets
<oti)icatio" Gutto"
Wor%ing with the Main Menus
,he seve" mai" me"us o) P6 are located i" the title *ar a"d "avigatio" *ar% ,he
me"us are:
$ashboar#s
Portfolios
Pro%ects
Resources
Reports
A#minister
=elp
Cou ca" clic( each mai" me"u directly o" its ico" or te1t to e1ecute its de)ault
comma"d/ ho+ever, you must clic( o"ly o" the tria"gle portio" - . o) the me"u )or
the additio"al Eash*oard, Port)olio, Pro3ect, or 0esource me"u items to appear% 4) "o
tria"gle appears "e1t to the me"u, this i"dicates your user i"ter)ace vie+ setti"gs do
"ot i"clude access to its me"u items%
4" all o) the mai" me"us e1cept =elp a"d Reports, your assig"ed user i"ter)ace
vie+ a"d your vie+ setti"gs o" the M Preferences page determi"e +hich me"u
items appear, i) a"y% ,he port)olios a"d pro3ects me"us also display a list o) your
most rece"tly used port)olios a"d pro3ects%
3+3
P6 'PPM ser7s /ui&e
Each me"u item +ill ta(e you to a"other page or dialog *o1% 4) the )irst page )or
pro3ects or port)olios is already ope", a"d you select o"e o) the most rece"tly used
items i" the me"u, it +ill ope" the selected pro3ects or port)olios a"d re)resh the
page%
,he sample image *elo+ demo"strates +hat you might see i" your mai" me"us% Cou
ca" co")igure availa*le mai" me"u items o" the -ser Interface 9ie) $etails
page, availa*le )rom the A#minister me"u%
*ab!e of P6 Main Menus
-te" (escription
P6 title bar: 9ocated i" the P6 title *ar, the &dmi"ister me"u
provides li"(s to related pages *ased o" your vie+ setti"gs a"d
perso"al pre)ere"ces% ,he 6elp me"u items are sta"dard a"d ca""ot
*e cha"ged%
P6 navigation bar: 9ocated i" the P6 "avigatio" *ar, each me"u
ope"s up additio"al pages +ithi" the sectio" it represe"ts% ,he
Eash*oards, Port)olios, Pro3ects, a"d 0esources me"us provide li"(s
to related pages *ased o" your vie+ setti"gs a"d perso"al
pre)ere"ces% ,he me"us )or port)olios a"d pro3ects also display li"(s
to your most rece"tly used items%
$ashboar#s menu: Provides li"(s to ma"age dash*oards a"d timesheets%
Portfolios menu: Provides li"(s to ope" a"d ma"age port)olios,
vie+s, a"d sce"arios% ,his e1ample also sho+s t+o rece"tly used
port)olios, [ey Pro3ects over T?!![ a"d E"gi"eeri"g U Co"structio"%
Pro%ects menu: Provides li"(s to ope" o"e or more pro3ects, ad3ust
speci)ic e"terprise data )or pro3ects, a"d schedule services% ,his
e1ample also sho+s a rece"tly used pro3ect, 6ar*our Poi"te &ssisted
9ivi"g Ce"ter%
Resources menu: Co"tai"s a si"gle li"( to ad3ust resource5
speci)ic e"terprise data +ithout "avigati"g a+ay )rom the
curre"t page%
3+4
P6 O!er!ie3
-te" (escription
A#minister menu: &ssumi"g all its me"u items are co")igured, this
me"u provides li"(s to ad3ust your o+" cale"dar a"d perso"al
pre)ere"ces% 4" additio", it ca" also display li"(s to the Application
Settings, Enterprise $ata, 4lobal Sche#ule# Services, -ser
Access, an# -ser Interface 9ie)s pages%
=elp menu: & )i1ed me"u providi"g li"(s to the O"li"e 6elp, P6
9i*rary o) docume"ts availa*le o"li"e, a"d the Oracle Primavera
Customer 7upport +e*site% 4) so co")igured, the 6elp me"u ca" also
provide li"(s to multimedia tutorials po+ered *y Oracle UP[
tech"ology%
About the Most 2ecent!y /se0 ?ist
&s you +or(, +he" you clic( the Portfolios or Pro%ects me"u, *y
de)ault P6 displays the )ive most rece"tly used items, +ith the item you most
rece"tly ope"ed listed )irst%
.ote: Cour admi"istrator ca" i"crease the list o) most rece"tly
used items to a ma1imum o) te"%
,he most rece"tly used pro3ects i"clude i"dividual pro3ects or pro3ect groups -EP7
"odes, port)olios, or pro3ect code values.% ,he most rece"tly used port)olios i"clude
pro3ect groups%
Pro3ects are "ot added to the most rece"tly used pro3ects list +he" you create a
pro3ect, i"itiate a pro3ect re2uest, or ope" a ra"dom set o) pro3ects -)or e1ample,
pro3ects )rom multiple port)olios, *ut "ot the )ull port)olio itsel).% Pro3ects you access
)rom portlets are added to the list, u"less you access o"ly activity detail i")ormatio"
-such as activity "ote*oo(s or docume"ts. directly )rom a portlet%
3+5
P6 'PPM ser7s /ui&e
Wor%ing with *ab!es
,a*les appear throughout the applicatio" to "ot o"ly display i")ormatio", *ut also to
allo+ you to modi)y it, as permitted% ,he )ollo+i"g ge"eral )eatures are commo" to
most ta*les%
*ab!e of Co""on *ab!e 5eatures
-te" (escription
Sort ,r#er In#icators: 4"dicates the colum" you have selected to
sort the ro+s% Each time you clic( a colum" header, the sort order
toggles )rom asce"di"g order, to desce"di"g order, a"d, )or some
ta*les, it cycles *ac( to u"sorted order -the origi"al order i" +hich
the e"tries +ere created.%
4rouping *evels: Ma"y ta*les group related ro+s i"to hierarchical
levels you ca" clic( through to e1pa"d or collapse% 7ome ta*les use
colored *a"ds to help you vie+ these levels%
Selection =ighlighting: ,he curre"tly selected ro+ is highlighted )or you%
Cou ca" directly clic( a"d drag to select o"e or more e"tries% 6old
do+" the !trl (ey as you mouse clic( ro+s to select more tha" o"e%
6old do+" Shift as you clic( t+o e"tries to select all co"tiguous ro+s%
3+6
P6 O!er!ie3
!hange# $ata Icons: 8he" ro+s cha"ge i" a ta*le, three color5
coded ico"s are used to sig"al the type o) cha"ge that has occurred%
& gold ico" i"dicates a pe"di"g cha"ge, a gree" ico" i"dicates
a "e+ e"try, a"d a red ico" i"dicates a" error%
$ata Entr "eatures: ,a*les allo+ you to directly edit data +ith
co"ve"ie"t co"trols to assist you i" e"teri"g the right type o) data%
>or e1ample, a date )ield +ill display a cale"dar%
!olumn Resi6ing: Cou ca" directly drag to resiDe colum" +idths%
!olumn !onfiguration: O" most pages, a co"ve"ie"t
!olumns ico" allo+s you to select +hich colum"s are sho+" or
hidde" i" the ta*le%
!olumn ,r#er: Cou ca" directly drag a"d drop colum" headi"gs
to customiDe your ta*les%
About Co!u"ns 65ie!0s7
>ields hold data% ,hey ge"erally either allo+ you to e"ter values or 3ust display the
)ield's curre"t value -called a read1onl &ield.%
Pages +ith ta*les o)te" permit you to co")igure the )ields that ma(e up the
colum"s o) the ta*le%
&howing or Ai0ing Co!u"ns in a *ab!e
8he" the list o) availa*le )ields or colum"s )or a ta*le is relatively short, i"dicated
*y the prese"ce o) the 7elect Colum"s ico" a"d )ield list i" the tool*ar, use it to
sho+ a"d hide the colum"s that appear%
,o sho+ a"d hide
colum"s:
1. O" the tool*ar, clic( Select
!olumns%
. >rom the resulti"g list o) )ields or
colum"s:
a% 7elect a" availa*le colum" -"ot chec(ed. to immediately display it i" the
ta*le% *% 7elect a curre"tly visi*le colum" -chec(ed. to immediately hide it i"
the ta*le%
.ote: Cou might have to scroll to the right e"d o) a ta*le to
see all the colum"s%
3+"
P6 'PPM ser7s /ui&e
&e!ecting -te"s fro" a ?ist of A#ai!ab!e -te"s
8he" the list o) availa*le pro3ects, )ields, colum"s, or values )or a list, ta*le, vie+,
scorecard, or other e"tity is relatively lo"g, )ollo+ these commo" steps to co")igure
the )ields or values you +a"t% Esse"tially, you move the items you +a"t )rom the
availa)le side to the selected side%
,hese steps apply i" several areas o) the applicatio" a"d you should *e )amiliar +ith
them% >or e1ample, per)orm these steps +he" selecti"g pro3ects or templates i" the
,pen Pro%ects dialog *o1, +he" co")iguri"g the )ields to display as colum"s i" a
ta*le, or +he" assig"i"g i"dividual users to a user i"tervie+ vie+%
,o select pro3ects, )ields, colum"s, or values:
1. 4" the Available Items list, clic( a" e"try to select it% 4) arra"ged i" a
hierarchy, clic( to e1pa"d a group o) items% 6old do+" the !trl (ey as you clic(
to select i"dividual items or press the Shift (ey to e1te"d your selectio" to a"
e"tire *loc( o) items i"cludi"g the )irst a"d last items you clic(ed%
. Clic( or dou*le5clic( each item to add them to the Selecte# Items list% ,his
is the list o) selected )ields or values you +a"t to appear i" your customiDed list,
ta*le, vie+, scorecard, or other e"tity%
F. ,o remove items, select them i" the Selecte# Items list a"d clic( or
dou*le5clic( them% 4) you "eed them agai", the items are availa*le i" the list o)
availa*le items%
B. 4" the Selecte# Items list, i) applica*le, ad3ust the order o) appeara"ce o) your
items:
a% Clic( to adva"ce the item up or to the le)t i" a ta*le%
*% Clic( to adva"ce the item do+" or to the right i" a ta*le%
.ote: Cou ca" also directly clic( a"d drag colum"s i" ta*les
to co")igure their order o) appeara"ce%
3+(
P6 O!er!ie3
Wor%ing with *oo!bars
,hroughout the applicatio", pages, ta*s, portlets, detail +i"do+s, a"d dialog *o1es
provide access to esse"tial comma"ds i" tool*ars% Most tool*ars are static, ho+ever,
the o"es o" the &ctivities, EP7, a"d 0esource &ssig"me"t pages ca" *e moved a"d
customiDed%
*ab!e of *oo!bar E!e"ents
-te" (escription
Toolbar shortcut menu: 0ight5clic( +ithi" *la"( space o" this pa"el
to select the tool*ars you +a"t i" your customiDed vie+% Cou ca" also
select Rearrangeable or !ustomi6e Toolbars, *oth descri*ed
*elo+%
Rearrangeable toolbar: Clic( a"d hold the mouse *utto" do+" o"
the tool*ar's edge u"til you see the move cursor% ,he", drag to
positio" the tool*ar +herever it is "eeded%
$oc'e# toolbar: 4" this e1ample, the user has dragged the E#it
tool*ar )rom its typical locatio" o" top to the page's le)t edge u"til it
s"aps i"to a vertically5orie"ted positio"%
!ustomi6e Toolbar Items #ialog bo2: 4" this e1ample, the user
has selected !ustomi6e Toolbars )rom the Toolbars su*me"u o)
the 9ie) me"u% O" this dialog *o1, the user has elected to hide
optio"s )rom their Actions tool*ar%
3+1
P6 'PPM ser7s /ui&e
-te" (escription
Activit 9ie) toolbar: ,his tool*ar represe"ts a" e1ample +here a
su*set o) the comma"ds )ou"d u"der the 9ie) me"u are prese"ted
here i" a static or )i1ed tool*ar )or co"ve"ie"t access%
Toolbar in a #etail )in#o): ,he Steps detail +i"do+, li(e
ma"y other detail +i"do+s, has its o+" )i1ed tool*ar%
Custo"i=ing *oo!bars
,ool*ars are made up o) ico"s that represe"t the comma"ds you ca" i"vo(e% Cou
ca" customiDe the appeara"ce o) ico"s o" tool*ars a"d move the tool*ars o" the
)ollo+i"g pages o"ly:
EPS page
Activities page
Resource Assignments page
P6 saves a"y custom setti"gs you ma(e +ith tool*ars% 8he" you retur" to o"e o)
these pages +ith customiDa*le tool*ars, the setti"gs you speci)ied last +ill *e
reapplied to the tool*ars%
,o customiDe a tool*ar:
1. <avigate to o"e o) the pages that support tool*ar customiDatio"%
. >rom the 9ie) me"u, select Toolbars a"d the" select !ustomi6e Toolbars777
F. O" the !ustomi6e Toolbar Items dialog *o1:
a% 4" the Toolbar pa"e, select a tool*ar%
*% 4" the Toolbar Item chec( *o1 list, select the chec( *o1 )or the ico"s you
+a"t to i"clude% Clear the chec( *o1 )or the items you +a"t to hide%
c% Clic( Save%
B. ,o repositio" a tool*ar:
a% O" the page you selected )or step 1, right5clic( i" the *la"( space
*et+ee" tool*ars a"d select Rearrangeable%
*% Clic( the gra* ha"dle )or the tool*ar you +a"t to move a"d drag it to a "e+
positio"% 7upported positio"s i"clude the le)t, right, top, or *ottom margi"s
o) the mai" +or( area o) the page%
Wor%ing with F&e!ect a @a!ueF (ia!og 9o3es
,hroughout the applicatio", certai" types o) )ields re2uire speci)ic types o) values%
,o assist you i" selecti"g )rom o"ly a co"strai"ed list o) availa*le choices, the
i"ter)ace +ill display 7elect a ;alue dialog *o1es )or you to search )or a"d select a
speci)ic value appropriate )or the curre"t )ield%
3-+
P6 O!er!ie3
.ote: >ield lists o) values are used +he" the availa*le choices
are ma"agea*le -usually, less tha" 1! values.% 6o+ever, +he"
the "um*er o) availa*le choices is large -)or e1ample, there
might *e hu"dreds o) pro3ects., the applicatio" +ill o))er 7elect
a ;alue dialog *o1es%
*ab!e 1 of 24 &e!ect a @a!ue (ia!og 9o3es
-te" (escription
Select a 9alue icon: ,hroughout the applicatio", clic( Select a 9alue
to ope" a selectio" dialog *o1%
Search Area: ,he top part o) the dialog *o1 co"tai"s search
co"trols to help you co"strai" the values *ased o" your criteria%
Results area: ,he middle part o) the dialog *o1 displays the
availa*le values *ased o" your search criteria, i) a"y% Ma(e your
selectio" here%
!omman# buttons: ,he *ottom part o) the dialog *o1 co"tai"s
comma"d *utto"s% 7ta"dard *utto"s i"clude ,1 or Assign to accept
the value you selected, a"d Close to ca"cel the operatio", close the
dialog *o1, a"d retur" to the previous scree"%
3--
P6 'PPM ser7s /ui&e
*ab!e 2 of 24 &e!ect a @a!ue (ia!og 9o3es
-te" (escription
Selection icons: 7imilar to the ico", i" these e1amples,
clic( or to choose a particular item%
Search Area: ,he top part o) the dialog *o1 co"tai"s custom
search co"trols to help you co"strai" the values *ased o" your
criteria% 4" o"e e1ample, optio" *utto"s are used to co"strai"
Glo*al, EP7, or Pro3ect code values%
Results Area: ,he middle part o) the dialog *o1 displays the
availa*le values *ased o" your search criteria, i) a"y% Ma(e your
selectio" here%
!omman# +uttons: ,he *ottom part o) the dialog *o1 co"tai"s
comma"d *utto"s% 7ta"dard *utto"s i"clude Assign or ,1 to accept
the value you selected, !lose to shut the dialog *o1 a)ter you made
assig"me"ts, or !ancel to ca"cel the operatio", close the dialog *o1,
a"d retur" to the previous scree"% Other *utto"s ca" also appear i"
this area%
&e!ecting @a!ues fro" F&e!ect a @a!ueF (ia!og 9o3es
,o assist you i" selecti"g )rom a co"strai"ed list o) availa*le values, the applicatio"
+ill o)te" display -elect a =alue dialog *o1es% Use these special dialog *o1es to
search )or pote"tial matchi"g values a"d select o"e or more speci)ic values
appropriate )or the curre"t )ield%
3-2
P6 O!er!ie3
.ote: &lthough commo"ly used throughout the applicatio",
each dialog *o1 ca" co"tai" u"i2ue optio"s%
,o select a value )rom a Select a 9alue dialog *o1:
1. E"ter a"y search criteria to reduce the "um*er o) values sho+"%
. 7elect a value i" the list% 4) grouped i" a hierarchy, e1pa"d a group to vie+ the
values%
F. Clic( ,1 or Assign%
B. 0epeat these steps to select additio"al values i) "ecessary%
?. 8he" )i"ished, clic( !lose%
Wor%ing with (ata in P6
,he applicatio"'s data e"try co"trols are co"ve"ie"t a"d easy to use%
*ab!e of Co""on (ata Entry Contro!s
-te" (escription
E2pan#able sections: O)te" times a scree" +ill reduce visual clutter
*y hidi"g its )ields a"d other co"trols% E1pa"d these regio"s to sho+
its )ields% 4" the sample image, +e say that the !ustom Portlets
sectio" is e9panded or ope"ed, a"d the Performance Threshol#
sectio" is collapsed or closed% &lso o) "ote, you ca" directly modi)y
the Title )ield *ut the *ast mo#i5e# b )ield i")ormatio" is read1
onl%
.ote: Eata you e"ter ca" later *ecome read5o"ly )or you or other users%
Auto-!omplete: &lso ("o+" as tpe1ahead% &s you type i" a )ield
that must *e assig"ed a value )rom a pre5de)i"ed list o) accepta*le
values, the closest si"gle matchi"g value is automatically selected
)or you% 4) multiple values match your typed i"put, they appear i" a
list% ,o select a value, clic( o"e or press the up or do+" arro+ (eys
o" your (ey*oard a"d the" press Enter%
3-3
P6 'PPM ser7s /ui&e
-te" (escription
Select a 9alue from an E2ten#e# *ist: Clic( to select a )ield
value )rom a -elect a =alue dialog *o1 listi"g o"ly valid values% Cou
ca""ot type i" your o+" e"try i" )ields +here the Select from 9alue
*ist ico" appears% ,his co"ve"tio" is used +he"ever a )ield's value
must *e logically co"strai"ed a"d validated agai"st a pre5de)i"ed set
o) values% ,o illustrate this poi"t, co"sider the )ollo+i"g e1ample% Cou
ca" type +hatever you +a"t i" a .ame )ield )or a "e+ item you are
creati"g/ ho+ever, i" a -ser )ield, you must e"ter a valid user%
Select a 9alue from a Short *ist: 4" this e1ample, the &ctivity
,ype )ield is sho+" at rest% Gelo+ that, a)ter the user has selected
the )ield's list, its values appear% >or these (i"ds o) )ields, you +ill
see re)ere"ces i" the docume"tatio" to selecti"g a value )rom the
Activit Tpe list%
,ptions: >or simplicity's sa(e, *oth radio *utto"s a"d chec(
*o1es are re)erred to as options%
$ates: Cou ca" type a date i" a valid )ormat directly i"to a date )ield%
Or, you ca" select a date, i"cludi"g the time, )rom a small pop5up
cale"dar%
In#icators: ,o help you readily ide"ti)y the mea"i"g o) a give"
metric, these color5coded graphics appear% Cou ca" also de)i"e
your o+" custom user5de)i"ed i"dicators%
Wor%ing with (etai! Win0ows
8he" additio"al details a*out a" item are "ecessary, rather tha" clutter the mai"
+or( area, the applicatio" +ill o)te" use su*ordi"ate ta**ed pa"els called detail
+i"do+s% Eetail +i"do+s suppleme"t their pare"t pages +ith related data a"d o)te"
i"clude their o+" tool*ars% ,hese special +i"do+s allo+ you to:
mi"imiDe them to a series o) ta*s
)loat, drag a"d drop, a"d )reely resiDe them
tile them, or alig" them as overlappi"g ta*s
doc( or pi" them -+he" doc(ed, allo+a*le placeme"t i"cludes *ottom, le)t,
a"d right o) the curre"t +or( area.
8he" you customiDe the detail +i"do+s o" the EP7, &ctivities, or &ssig"me"ts
pages, P6 prompts you to save the setti"gs +ith the curre"t vie+%
3-4
P6 O!er!ie3
.ote: ;isual clues guide you +he" doc(i"g )loati"g pa"els% &s
you clic( the title*ar a"d drag it +ithi" the +or( area, a gray
recta"gular outli"e i"dicates the pa"el +ill =s"ap to= this
availa*le locatio"%
*ab!e of Bey (etai! Win0ow E!e"ents
-te" (escription
A series of #etail )in#o)s: 4" this e1ample, the three detail
+i"do+s )or 7teps, Eocume"ts, a"d 4ssues appear i" a series alig"ed
at the *ottom o) the page +ith their titles sho+" i" ta*s%
"loating #etail )in#o): ,he user has dragged a"d dropped the
E1pe"ses detail +i"do+ to a positio" +here it appears to *e )loati"g
a*ove the rest% Clic( the 0estore *utto" i" the title*ar to ma(e the
+i"do+ go *ac( +ith its si*li"gs%
$oc'e# #etail )in#o)s:,he Assignments a"d Trace *ogic detail
+i"do+s have *ee" doc(ed or pi""ed *y the user to the space
immediately to the le)t o) the mai" +or( area%
Minimi6e# #etail )in#o): ,he !o#es detail +i"do+ has *ee" mi"imiDed%
,his mea"s it occupies the smallest amou"t o) space o" the page a"d
o"ly its "ame appears i" a ta*% 4" this particular e1ample, it also
happe"s to *e mi"imiDed to a positio" alo"g the le)t edge o) the
page% ,ypically, detail +i"do+s are mi"imiDed alo"g the *ottom% Clic(
a mi"imiDed detail +i"do+ ta* to vie+ the )ull detail +i"do+ agai"%
3-5
P6 'PPM ser7s /ui&e
-te" (escription
$etail )in#o) titlebar icons: Clic( these ico"s to >loat, 0estore,
a"d Mi"imiDe detail +i"do+s i"dividually or collectively as a series%
,his detail +i"do+ also )eatures a" &ctivity selector providi"g a
co"ve"ie"t +ay to adva"ce up or do+" the ro+s i" the &ctivity ,a*le%
About (ashboar0s> Wor%spaces> an0 Wor%groups
P6 provides three types o) user5customiDa*le pages you ca" use to mo"itor a"d
share co"cise s"apshots o) data i" a si"gle place +ithout havi"g to "avigate to other
sectio"s o) the applicatio"% ,hey are:
Eash*oards
Pro3ect 8or(spaces
8or(groups -a +or(space +ithi" the pro3ect +or(space.
Cou ca" customiDe the co"te"t a"d layout o) each dash*oard, +or(space, a"d
+or(group to display related data i"side smaller +i"do+s called portlets% Portlets
provide the mea"s )or addi"g, editi"g, a"d vie+i"g up5to5date i")ormatio" a*out
port)olio, pro3ect, resource, +or()lo+, docume"t, a"d perso"al data% ,hey provide a
si"gle locatio" )or colla*orati"g +ith other users%
Cou ca" have multiple dash*oards a"d +or(groups/ ho+ever, each pro3ect has 3ust
o"e pro3ect +or(space%
About Port!ets
Portlets are small e1pa"da*le +i"do+s represe"ti"g a speci)ic theme or
particular su*3ect matter% ,hey are o"ly availa*le o" dash*oards, pro3ect
+or(spaces, or +or(group pages% Portlets provide a co"cise +ay to orga"iDe,
prese"t, a"d assess pro3ect data +ithi" a si"gle page a"d also o))er tools )or
addi"g, modi)yi"g, a"d perso"aliDi"g port)olio, pro3ect, a"d resource data%
Portlets o" shared dash*oards or +or(spaces provide a ce"traliDed place )or
colla*orati"g +ith other users%
,he same portlet might display i")ormatio" di))ere"tly depe"di"g o" the page o"
+hich it appears% O" a dash*oard, portlets display data *ased o" associatio",
o+"ership, or applied )ilters% O" a pro3ect +or(space, portlets re)lect data )or the
ope" pro3ect% O" a +or(group +or(space, portlets sho+ i")ormatio" *elo"gi"g to
that +or(group%
3-6
P6 O!er!ie3
About (ata Entry Contro!s
$ata Entr !ontrols: P6 provides easy5to5use co"trols )or e"teri"g data% ,o assist
you i" choosi"g the right types o) values, )ields +ill sometimes prese"t dialog *o1es
or cale"dars )or selecti"g )rom a pre5de)i"ed list o) values or dates% >amiliar value
lists help "arro+ choices a"d e")orce co"siste"cy% Cou'll also recog"iDe sta"dard
optio"s -a term used )or *oth chec( *o1es a"d optio" *utto"s or radio *utto"s.,
ta*les, spreadsheets, Ga"tt charts, cale"dars, a"d other o"5scree" co"trols%
Printing Pages /sing P6 Printing *oo!s
&vaila*le o" most pages +ithi" the applicatio", the pri"ti"g tools a"d optio"s
provided +ith the user i"ter)ace oJer the *est optio"s a"d output% 4t is
recomme"ded that you use the Pri"t Previe+ )eature *e)ore ge"erati"g actual
output%
,o pri"t applicatio" pages:
1. <avigate to the speci)ic page or ta* a"d customiDe the vie+ to meet your
data re2uireme"ts%
. Clic( the Actions me"u a"d select Print Previe) to previe+ the pri"ted
output%
F. 4) you +ish, i" the Pri"t Previe+ tool*ar, ad3ust the previe+ usi"g the
comma"ds provided% >or e1ample, clic( Portrait to orie"t output to a
sta"dard tall page, or clic( *an#scape to orie"t output to a +ide page%
B. ,o re)i"e the output, clic( Page Setup%
?. 4" the Page Setup dialog *o1, you ca" choose to ad3ust the )ollo+i"g
setti"gs a"d the" clic( ,1:
a% Clic( the Page *aout ta* to set the page orie"tatio", margi"s, a"d paper
siDe%
*% Clic( the =ea#er3"ooter ta* to select pre5de)i"ed headers a"d )ooters, or
de)i"e your o+"%
c% Clic( the Sheet ta* to set:
,he date ra"ge to *e pri"ted%
,he "um*er o) pages +ide you +ish the output to cover%
,he "um*er o) colum"s to *e pri"ted%
,he scale )or the activity ta*le, +hich determi"es +hat proportio" o)
the page the ta*le +ill use%
8hether you +ould li(e the ta*le to *e pri"ted o" all pages%
,he tiled page order%
6. 4" the tool*ar, clic( Print to se"d the output to your de)ault pri"ter%
@. 4" the Print dialog *o1, clic( ,1 to pri"t the output%
3-"
P6 'PPM ser7s /ui&e
*ips
4) the applicatio" pri"ti"g tools are "ot availa*le )or the speci)ic page or vie+ you
+a"t to pri"t, you might *e a*le to pri"t the page usi"g your +e* *ro+ser/
ho+ever, this method ca" "ever *e guara"teed a"d might produce su*sta"dard
results%
,he Print Previe) dialog *o1 )or the Portfolio Analsis page i"cludes special
optio"s%
8he" pri"ti"g a spreadsheet or histogram o" the Team -sage page, right5clic(
i" the +or( area a"d choose Print%
Printing Pages /sing :our Web 9rowser
Gecause P6 ru"s i"side your +e* *ro+ser, you ca" pri"t data usi"g your *ro+ser's
Print comma"d% >or e1ample, i" Microso)t 4"ter"et E1plorer, choose Print )rom the
"ile me"u% P6 applicatio" pages also )eature a Print li"( you ca" clic(% 4" additio",
ma"y pages also i"clude separate Pri"t ico"s i" a tool*ar%
.ote: 8he"ever they are availa*le, the pri"ti"g comma"ds
provided *y the applicatio" oJer the *est optio"s a"d output% 4t
is also recomme"ded that you al+ays use the Pri"t Previe+
)eature *e)ore ge"erati"g actual output%
,o pri"t data:
1. O" a"y page that supports pri"ti"g, select your *ro+ser's Print item%
. 4" the resulti"g Print dialog *o1 )or your operati"g system, choose a pri"ter a"d
clic(
,1 to pri"t%
*ips
,o re)i"e the output, use the optio"s availa*le i" your *ro+ser's Print Previe)
a"d
Page Setup dialog *o1es%
3-(
Managing Pro$ect Portfo!ios
-n *his &ection
&*out Port)olios %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F19
8or(i"g +ith Port)olios%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F19
Port)olio ;ie+s %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F?
&*out Port)olio 7ce"arios %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% FF?
&*out 8hat5i) &"alysis %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% FF?
8or(i"g +ith Port)olio 7ce"arios %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% FF6
Capacity Pla""i"g%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% FF@
About Portfo!ios
& port)olio is a collectio" o) pro3ects% Group pro3ects i"to port)olios so you ca" easily
vie+ data )rom more tha" o"e pro3ect at a time% >or e1ample, you might )ilter a
dash*oard *y a port)olio to vie+ a +ide ra"ge o) i")ormatio" )or multiple related
pro3ects at o"e time%
4" a more strategic se"se, you should group pro3ects a"d programs together to
)acilitate the e))ective "e+ product developme"t a"d ma"ageme"t o) those pro3ects
to optimiDe your orga"iDatio"'s success at meeti"g *usi"ess o*3ectives%
Usi"g port)olios, you ca" revie+ summary data a"d status i")ormatio" )or the group
as a +hole or )or i"dividual pro3ects i" a port)olio%
Cou ca" create port)olios )or your o+" use or )or shari"g +ith other users% Cou ca"
also create glo*al port)olios, +hich are availa*le to all users%
Port)olio vie+s, such as pie charts, e"a*le you to visually compare port)olios% >or
e1ample, compare costs )or all pro3ects i" regio" & -o"e port)olio. vs% regio" G
-a"other port)olio.%
6istorical s"apshots o) grouped pro3ect data, called sce"arios, aid i" your
a"alysis o) pro3ect groups o" the Port)olio &"alysis a"d Capacity Pla""i"g pages%
Wor%ing with Portfo!ios
,o *egi" usi"g the a"alysis )eatures i" the port)olios sectio", you must already have
created a"d updated multiple pro3ects% Gegi" your +or( i" the port)olios sectio" *y
creati"g a"d co")iguri"g at least o"e port)olio% 4t's also possi*le )or a"other user to
create o"e a"d share it +ith you% Over time, your team +ill create additio"al
port)olios, vie+s, a"d sce"arios i" order to per)orm comparative a"alysis, o*tai"
status a"d 0O4, a"d per)orm other operatio"s%
3-1
P6 'PPM ser7s /ui&e
8he" creati"g a port)olio, decide +hether you +a"t to ha"d pic( the pro3ects that it
+ill comprise, or i) you +a"t the applicatio" to create a"d periodically update the set
o) pro3ects i" your port)olio *ased o" your )ilter criteria% Either +ay, you ca" cha"ge
these setti"gs at a"y time%
.ote: &" admi"istrative optio" is availa*le to i"crease or
decrease the re)resh i"terval )or )iltered port)olios% 7ee Filter
Port&olio -tale Period i" the P6 Post $nstallation Administrator's
'uide%
Creating Portfo!ios
Per)orm these steps to create a "e+ group o) pro3ects called a port)olio% 8he"
creati"g a port)olio, decide +hether you +a"t to ha"d pic( the pro3ects that it +ill
comprise -ma"ual., or i) you +a"t the applicatio" to create the set o) pro3ects i"
your port)olio *ased o" your )ilter criteria -automatic.% Either +ay, you ca" cha"ge
these setti"gs at a"y time%
,o create a port)olio:
1. >rom the Portfoliosme"u, select Manage Portfolios%
. O" the Manage Portfolios page, clic( !reate Pro%ect Portfolio%
F. O" the !reate Portfolio page:
a% 4" the Pro%ect Portfolio .ame )ield, e"ter a u"i2ue port)olio "ame%
*% 4" the Manage this portfolio area, decide i) you +a"t to add pro3ects to the
port)olio ma"ually or automatically usi"g a )ilter% ,he )ields o" the Create
Port)olio page +ill ad3ust *ased o" your selectio"s%
4) you selected Manuall, add the pro3ects you +a"t to i"clude )rom the
Available Pro%ects list to the Selecte#
Pro%ects list%
4) you selected + "ilter, e"ter your )ilter criteria%
c% Co")igure access to the port)olio *y ma(i"g a selectio" )rom the This
portfolio is available to optio"s%
,o restrict access to the "e+ port)olio to o"ly you, select !urrent -ser%
,o desig"ate a glo*al port)olio, select All -sers%
,o restrict access to o"ly a"other user, select Another -ser, a"d
ma(e a selectio" )rom the Select a -ser dialog *o1%
d% Clic( Save%
*ips
,o edit a port)olio, i"cludi"g its pro3ects or )ilter criteria, clic( $etails%
,here are t+o alter"ate +ays to create a port)olio:
Clic( Portfolios, clic( Portfolio Analsis, a"d the" select a scorecard i" the
9ie)
)ield% >rom the tool*ar, clic( !reate Portfolio from Selecte# Pro%ects%
32+
Managing Pro0ect Port#olios
Clic( Portfolios, clic( !apacit Planning, a"d the" clic( !reate Portfolio
from
Selecte# Pro%ects%
pening Portfo!ios
8he" +or(i"g i" the port)olios sectio" o) the applicatio", it is importa"t to ope" o"ly
the pro3ect group you +a"t to i"clude i" the various +or( areas% Cou ca" speci)y
these pro3ect groupi"gs *y EP7, port)olio, or pro3ect code% Cou ca" ope" a port)olio
i" a"y o) the )ollo+i"g +ays:
,o ope" a port)olio:
1. Clic( the Portfolios me"u a"d choose ,pen Portfolio%
. 4" the ,pen Portfolio dialog *o1
a% Clic( ,rgani6e# + a"d select a groupi"g method%
*% E1pa"d the resulti"g groups to select the e"try represe"ti"g the pro3ects you
+a"t to ope" collectively as a port)olio%
c% Clic( ,1%
*ips4
,o re5ope" the last port)olio you +ere +or(i"g +ith, clic( Portfolios%
,o ope" a"other rece"tly used port)olio, clic( the Portfolios me"u a"d choose
the port)olio )rom the list%
Creating Pro$ects Whi!e Wor%ing with Portfo!ios
Ge"erally, you create pro3ects +hile +or(i"g i" the Pro3ects sectio" o) the
applicatio"% 6o+ever, you ca" also create a pro3ect +hile vie+i"g a portlet i" the
Eash*oards sectio" or a"alyDi"g a port)olio i" the Port)olios sectio"% 0e)er to the
tas(s *elo+:
Creating Pro4ects in a Portfolio 9ie( &corecar" Portlet -o" page F1.
Creating Pro4ects on the Portfolio Anal%sis Page -o" page F.
Creating Pro$ects in a Portfo!io @iew &corecar0 Port!et
Ge"erally, you create pro3ects +hile +or(i"g o" the EPS page i" the Pro3ects
sectio" o) the applicatio"% 6o+ever, it is also possi*le to create +hat5i) pro3ects
+hile vie+i"g a port)olio vie+ scorecard portlet o" a dash*oard%
,o create a pro3ect i" a port)olio vie+ scorecard portlet:
. O" the $ashboar#s page, clic( a dash*oard%
F. O" the dash*oard, locate your port)olio vie+ scorecard portlet's title*ar a"d clic(
!lic' here to ma2imi6e or minimi6e this section to e1pa"d a"d
ma1imiDe it%
B. 4" the e1pa"ded a"d ma1imiDed port)olio vie+ scorecard portlet:
32-
P6 'PPM ser7s /ui&e
a% 7elect a pro3ect
ro+% *% Clic( A##%
?. >or the )irst pro3ect you create, i) de)aults are "ot already set, the A## Pro%ect
dialog *o1 appears:
a% 7elect a de)ault Parent EPS eleme"t%
*% 7elect a de)ault Responsible
Manager% c% Clic( Select%
6. 4" the port)olio vie+ scorecard portlet:
a% 7elect your "e+ pro3ect ro+ *y clic(i"g o" it i" the .ame
colum"% *% E"ter a "ame )or your "e+ pro3ect to replace the
de)ault "ame%
c% Clic( Save%
*ips
8he" you create a pro3ect )rom a scorecard o" a dash*oard, the pro3ect is
automatically added to the )ilter curre"tly associated +ith the dash*oard%
6o+ever, i) the dash*oard is )iltered *y a glo*al port)olio a"d you do "ot have
the re2uired security privilege to edit glo*al port)olios, the "e+ pro3ect is
removed )rom the scorecard +he" you clic( Save%
Cou ca" cha"ge the Pro%ect Status )ield o" the 4eneral detail +i"do+ o) the
EPS page% >or e1ample, you may later +a"t to cha"ge a pro3ect )rom What $& to
Planned status%
Creating Pro$ects on the Portfo!io Ana!ysis Page
Ge"erally, you create pro3ects +hile +or(i"g o" the EPS page i" the Pro3ects
sectio" o) the applicatio"% 6o+ever, it is also possi*le to create +hat5i) pro3ects
+hile a"alyDi"g port)olios% Euri"g the process o) evaluati"g a port)olio, you +ill
o)te" +a"t to capture a "e+ pro3ect idea%
,o create a pro3ect o" the port)olio a"alysis page:
a% Ma(e sure you are +or(i"g +ith the primary port)olio -at top or le)t. a"d "ot
the compariso" set )or the "e1t steps%
*% 4" the Scenario list, select a sce"ario )or your
a"alysis% c% 4" the 9ie) list, select a port)olio vie+
scorecard%
d% 4" the scorecard, select a ro+ +here you +a"t to add a "e+ pro3ect%
e% Clic( A## Pro%ect%
B. >or the )irst pro3ect you create, i) de)aults are "ot already set, the A## Pro%ect
dialog *o1 appears:
a% 7elect a de)ault Parent EPS eleme"t%
322
*% 7elect a de)ault Responsible
Manager% c% Clic( Select%
?. O" the Portfolio Analsis page, clic(
Save%
*ip
Cou ca" cha"ge the +hat5i) pro3ect's Pro%ect Status )ield value o" the 4eneral
detail +i"do+ o) the EPS page% >or e1ample, you may later +a"t to cha"ge a
pro3ect )rom What $& to Planned status%
Assigning Pro$ects to a Portfo!io
8he" compari"g port)olios o" the Port)olio &"alysis page, you ca" assig" a pro3ect
to the selected port)olio i" either hal) o) the page%
,o assig" a pro3ect to the selected port)olio:
1. Ope" a port)olio i" the Portfolios sectio" usi"g o"e o) the )ollo+i"g methods:
Clic( Portfolios to ope" the last port)olio you +ere +or(i"g +ith%
Clic( the Portfolios me"u a"d choose o"e o) the most5rece"tly used
port)olios%
Clic( the Portfolios me"u a"d choose ,pen Portfolio to select a
a% 4" either +or( area, choose a scorecard port)olio vie+ )rom the 9ie)
list% *% 4" the same +or( area, select !,atest Data> )rom the Scenario
list%
c% 4" the same +or( area, clic( Assign a Pro%ect to this Portfolio
B. 4" the Select Pro%ect dialog *o1 select a pro3ect a"d the" clic( Assign%
*ips
Cou ca""ot assig" a pro3ect to a port)olio +he" displayi"g a sce"ario/ you
must select !,atest Data>%
,he selected port)olio must *e ma"ually5admi"istered/ you ca""ot assig" a
pro3ect to a )iltered port)olio%
(efining Perfor"ance *hresho!0s
,o help you assess the relative per)orma"ce, ear"ed value, i"de1 calculatio"s, a"d
other metrics )or a 8G7, pro3ect, or port)olio, you ca" set per)orma"ce thresholds%
,hese thresholds capture the curre"t calculatio"s, varia"ces, a"d metrics a"d re5
route them i"to o"e o) )our ra"ges or =*uc(ets= as )ollo+s:
E2ceptional: 4"dicates that a 8G7, pro3ect, or port)olio is
e1ceedi"g e1pectatio"s%
323
P6 'PPM ser7s /ui&e
Acceptable: 4"dicates that a 8G7, pro3ect, or port)olio is per)ormi"g
+ithi" a" e1pected ra"ge%
Warning: 4"dicates that a 8G7, pro3ect, or port)olio "eeds atte"tio"
a"d is per)ormi"g *elo+ e1pectatio"s%
!ritical: 4"dicates that a 8G7, pro3ect, or port)olio re2uires sig"i)ica"t
corrective actio"%
,he threshold values you set )or a pro3ect apply to all users vie+i"g metrics )or that
pro3ect )rom the 8or(space page a"d Port)olios pages% Cou have the optio" o)
overridi"g these thresholds )or your o+" use o" a perso"al dash*oard% Goth sets o)
steps are detailed *elo+%
,o de)i"e per)orma"ce thresholds )or a pro3ect:
1. Clic( Pro%ects a"d select ,pen Pro%ects%
. 4" the ,pen Pro%ects dialog *o1, select o"e or more pro3ects *y "ame, code,
EP7, or port)olio% Clic( ,1%
F. O" the Pro3ects "avigatio" *ar, clic( Wor'space%
B. O" the 8or(space page, clic( CustomiDe%
?. O" the 8or(space Eetails page:
a% Clic( to collapse all the sectio"s e1cept Performance Threshol#%
*% Clic( to e1pa"d the Performance Threshol# sectio" a"d the" e1pa"d
Performance& Earne# 9alue& an#
In#e2%
c% >or each parameter, sho+" +ith its color5coded visual i"dicator, e"ter a
threshold value% >or lists, select a value )rom the list%
d% Clic( Save an# !lose%
6. 4) you ope"ed more tha" o"e pro3ect, select the "e1t pro3ect i" the 7elect Pro3ect
list a"d repeat these steps a)ter clic(i"g CustomiDe%
,o de)i"e your o+" per)orma"ce thresholds:
1. Clic( the A#minister me"u a"d select M Preferences%
. O" the M Preferences page, clic( Glo*al ta*%
F. O" the Glo*al ta*:
a% Clic( to collapse all the sectio"s e1cept Per)orma"ce ,hreshold%
*% Clic( to e1pa"d the Per)orma"ce ,hreshold sectio" a"d the" e1pa"d
Performance& Earne# 9alue& an#
In#e2%
c% >or each parameter, sho+" +ith its color5coded visual i"dicator, e"ter a
threshold value% >or lists, select a value )rom the list%
d% Clic( Save an# !lose%
324
*ips
4) a"y logical co"strai"ts are "ot satis)ied *y your selectio"s, a message appears at
the top o) the page% >or e1ample, i) you set a +ar"i"g to ? days late, a critical
threshold ca""ot *e set to 1! days late/ logical co"strai"ts re2uire that critical
thresholds *e greater tha" +ar"i"g thresholds% Correct the thresholds a"d try
savi"g agai"%
Portfo!io @iews
About Portfo!io @iews
& port)olio vie+ is a scorecard or chart providi"g high5level i")ormatio" spa""i"g
a" e"tire group o) pro3ects% Port)olio vie+s ca" appear i" a" i"dividual user's
perso"al dash*oard or shared amo"g multiple users i" shared dash*oards% ,hey
are also used +he" compari"g port)olios o" the Portfolio Analsis page%
Wor%ing with Portfo!io @iews
Each userPs perso"al port)olio vie+s a"d a"y glo*al port)olio vie+s appear o"
the Portfolio 9ie)s page% >rom this page, you ca" ma"age vie+s i" your
choice o) scorecard, *u**le or pie chart, or o"e o) three types o) *ar charts or
histograms as detailed *elo+:
Scorecar#: 7imilar to ta*les or spreadsheets, you ca" display the colum"s
you +a"t i" scorecards o" the Port)olio &"alysis page, the Capacity Pla""i"g
page, or the Port)olio ;ie+ portlet% ,o assist +ith more sophisticated a"alysis
o" a set o)
pro3ects, you ca" also use a scorecard to co"duct a +aterli"e a"alysis% &
+aterli"e is a visual modeli"g tool that ra"(s pro3ects i"to t+o separate groups
*y sorti"g a"d
applyi"g a co"strai"i"g limit% 7corecards also permit you to edit some o) their
)ields%
+ubble !hart: & *u**le chart displays )our pro3ect data )ields% ,he H5a1is
represe"ts the values )rom o"e data )ield, the C5a1is represe"ts a seco"d )ield,
the siDe o) the *u**le represe"ts a third, a"d the )ield selected )or groupi"g the
data represe"ts a )ourth )ield% & *u**le chart is use)ul +he" you +a"t to a"alyDe
three i"depe"de"t pro3ect varia*les at o"e time, grouped *y a )ourth set o)
values%
Pie !hart: & pie chart is a circular chart divided i"to proportio"al slices,
+here each slice represe"ts its co"tri*utio" to the +hole% ,he siDe o) the slice
represe"ts the value o) the selected data )ield% & pie chart is use)ul )or a"alyDi"g
relative parts o) a +hole%
325
P6 'PPM ser7s /ui&e
+asic =istogram: & *asic histogram lets you a"alyDe pro3ect data i" a
vertical *ar chart )ormat% Cou ca" select a pro3ect data )ield to display o" the
H5a1is a"d a"other )ield to display o" the C5a1is o) the chart/ typically, the H5
a1is represe"ts categorical data, a"d the C5a1is represe"ts i"dividual data
values%
Si#e-b-Si#e =istogram: & histogram +here categoriDed data ca" *e
grouped, side5*y5side, to assist +ith compariso"s% & side5*y5side histogram chart
is use)ul +he" a"alyDi"g relative parts o) a +hole% >or e1ample, use a side5*y5
side histogram to a"alyDe origi"al *udget *ased o" pro3ect status%
Stac'e# =istogram: & more sophisticated versio" o) the histogram,
+here categoriDed data is grouped, or stac(ed, to assist +ith compariso"s%
& stac(ed histogram is use)ul +he" a"alyDi"g relative parts o) a +hole%
Creating Portfo!io @iews
8he" creati"g port)olio vie+s, speci)y the scorecard or chart type, the pro3ect
i")ormatio" you +a"t to appear, a"d the users +ho +ill have access to the vie+%
Port)olio vie+ types i"clude scorecard, *u**le chart, pie chart, a"d three types o)
histograms -*asic, side5*y5side, a"d stac(ed.%
,o create a port)olio vie+:
1. Clic( the Portfolios me"u a"d choose Manage Portfolio 9ie)s%
. O" the Portfolio 9ie)s page, clic( !reate 9ie)%
F. O" the !reate 9ie) dialog, decide i) your "e+ vie+ should *e e"tirely "e+ or
*ased o" a" e1isti"g vie+%
,o create a" e"tirely "e+ vie+, e1pa"d .e) Portfolio 9ie), select a chart
type, a"d clic( ,1%
,o create a "e+ vie+ *ased o" a" e1isti"g vie+, e1pa"d E2isting 9ie), select
o"e )rom the e1pa"ded user a"d glo*al vie+s sho+" a"d clic( ,1%
B. O" the !reate Portfolio 9ie) page, e1pa"d a"y collapsed groupi"gs,
complete the re2uired )ields, a"d speci)y a"y additio"al details a*out the vie+%
,he )ields o" the Create Port)olio ;ie+ page automatically ad3ust *ased o" the
value you select )or the Tpe )ield%
?. Clic( Save%
*ips
Cou ca" save a port)olio vie+ as a sce"ario a"d save a sce"ario as a port)olio
vie+%
Cou ca" use a"y o) these alter"ate methods to create a port)olio vie+:
Clic( Portfolios, clic( Portfolio Analsis, a"d the" clic( !reate Portfolio
9ie)%
326
Clic( Portfolios, clic( Portfolio Analsis, co")igure a particular vie+ or
sce"ario, a"d the" clic( Save As%
Clic( $ashboar#s, select a dash*oard, a"d the" clic( !ustomi6e% 4" the
Port)olio ;ie+s group, clic( A##% Usi"g this method, your "e+ vie+ appears i"
the Port)olio ;ie+ portlet +ith the title you assig"ed to it%
Wor%ing with Portfo!io @iew &corecar0s
& scorecard is a type o) port)olio vie+ you ca" use to a"alyDe pro3ect data i" a ta*le
+ith pro3ects i" ro+s a"d up to F! data )ields i" colum"s% Cou ca" display
scorecards o" the Port)olio &"alysis page, the Capacity Pla""i"g page, a"d the
Port)olio ;ie+ portlet, a"d choose the colum"s o) i")ormatio" you +a"t to display% &
scorecard is *e"e)icial +he" you +a"t to a"alyDe data i" a spreadsheet5type )ormat%
,o assist +ith more sophisticated a"alysis o) a set o) pro3ects, you ca" also use a
scorecard to co"duct a +aterli"e a"alysis% & +aterli"e is a visual modeli"g tool that
ra"(s pro3ects i"to t+o separate groups *y sorti"g a"d applyi"g a co"strai"i"g limit%
4t is also possi*le to edit some glo*al a"d pro3ect data i" a scorecard, such as pro3ect
codes, user5de)i"ed )ields, a"d respo"si*le ma"ager% &dditio"ally, you ca" add
pro3ects +ith de)ault data a"d delete pro3ects directly )rom a scorecard%
32"
P6 'PPM ser7s /ui&e
*ab!e of Bey &corecar0 E!e"ents
-te" (escription
Portfolio Analsis tool*ar%
Portfolio Analsis setti"gs area%
More3+asic ico"s: Clic( More to display more optio"s i" the Port)olio
&"alysis setti"gs area% Clic( +asic to hide the additio"al setti"gs%
Scorecar# +or( area: ,he )irst scorecard +ill appear i" this upper
+or( area%
Scorecar# +or( area: ,he seco"d scorecard +ill appear i" this lo+er
+or( area% 4" this e1ample, the user has customiDed the vie+ +ith a
+aterli"e% Use a +aterli"e to a"alyDe a pro3ect group *y sorti"g
pro3ects i"to t+o separate groups *ased o" a de)i"ed sorti"g a"d
co"strai"t limit% Pro3ects a*ove the +aterli"e, displayed +ith a +hite
*ac(grou"d, are those that )all outside the co"strai"t limit value/ all
other pro3ects, displayed +ith a light *lue *ac(grou"d, appear *elo+
the +aterli"e%
Pro%ect Selection optio"s: 7elect a" optio" to add a pro3ect's data
to the cumulative Total li"e%
<ote: ,o support comparative a"alysis, the Port)olio &"alysis
+or( area is divided i"to t+o parts% ,he eleme"ts a*ove
ge"erally appear +ithi" *oth parts%
More About &corecar0s
Cou ca" save the same scorecard vie+ used o" the Port)olio &"alysis page a"d
display it i" private or share it later i" a portlet o" a dash*oard%
32(
.ote: ,he applicatio" also ma(es use o) ge"eral ta*les o) data
also re)erred to sometimes as scorecards/ ho+ever, they are
"ot the same as your i"dividually "amed port)olio vie+
scorecards%
*ab!e of 2e!ate0 &corecar0s
-te" (escription
$ashboar#: ,he Personal Wor'space dash*oard% Cou ca" sho+
port)olio vie+s o" private, multi5user, or glo*al dash*oards%
Scorecar# in a portlet: ,he +u#getar Scorecar# displays i" a
portlet o" a dash*oard% ,his e1ample demo"strates a "amed port)olio
vie+ scorecard%
!lic' here to ma2imi6e or minimi6e this section icon: Clic(
to ma1imiDe a"d e1pa"d the scorecard% &dditio"al comma"d
li"(s +ill appear at the top o) this portlet +he" it is ma1imiDed%
Scorecar# on the !apacit Planning page: ,his e1ample
demo"strates a ge"eral ta*le )ormat also re)erred to as a scorecard/
ho+ever, this is "ot a "amed port)olio vie+ scorecard%
Wor%ing with Portfo!io @iew 9ubb!e Charts
4" additio" to plotti"g data alo"g the 15a1is a"d y5a1is, *u**le charts also ad3ust
the relative siDe o) each e"tity's *u**le or circle to depict a third value, a"d they
group the data *y still a )ourth value%
321
P6 'PPM ser7s /ui&e
E2ample: 7heila +a"ts to compare the pro3ects i" the En"ineerin" ? Construction
port)olio +ith those i" Ener" -ervices% 7he "avigates to the Portfolio Analsis
page a"d customiDes the port)olio vie+s, )ilters, sce"arios, a"d *u**le chart optio"s
sho+" *elo+% 7he sets Ori"inal 3ud"et to display o" the 15a1is a"d At Completion
Total Cost o" the
y5a1is% <e1t, she selects +emainin" Total Cost as the +ubble Si6e a"d sets the
4roup b list to Pro5ect% 8he" the chart appears, each *u**le represe"ts a si"gle
pro3ect/ the siDe o)
the *u**le represe"ts the +emainin" Total Cost value )or the pro3ect/ the *u**le's
positio" o" the 15a1is represe"ts its Ori"inal 3ud"et value )or the pro3ect/ a"d the
*u**le's positio" o" the y5a1is represe"ts the At Completion Total Cost value )or the
pro3ect% 7heila
co")igures a seco"d *u**le chart to display these setti"gs )or a"other port)olio%
,he chart data is agai" grouped *y pro3ect%
.ote: ,o support comparative a"alysis, the Port)olio &"alysis
+or( area is divided i"to t+o "early ide"tical parts +ith the (ey
di))ere"ce *ei"g the data that appears i" each part% ,he
eleme"ts *elo+ appear +ithi" each part%
*ab!e of Bey 9ubb!e Chart E!e"ents
-te" (escription
Portfolio Analsis toolbar: Use this tool*ar to create a"d save
port)olio vie+s, sce"arios, mag"i)y the chart, or pri"t%
33+
-te" (escription
"ilter: ,he curre"tly applied )ilter appears a*ove each chart% ,he
top chart's )ilter is determi"ed *y the port)olio you curre"tly have
ope"% Cou ca" set the *ottom chart's )ilter *y clic(i"g "ilter +%
4" this e1ample, the top port)olio is *ei"g compared +ith the *ottom
port)olio%
More3+asic buttons: Clic( More to display more optio"s i" the
Port)olio
&"alysis 7etti"gs area% Clic( +asic to hide the additio"al
setti"gs%
Portfolio Analsis settings area: Use these setti"gs to speci)y the
data a"d )ormatti"g to use i" the charts%
+ubble !hart: Cour chart +ill appear i" this sectio"% Mouse over a
*u**le to vie+ its source data%
*egen#: Gased o" the 4roup + )ield, each item i" the lege"d is
assig"ed a color )rom the selected !olor Theme palette%
Wor%ing with Portfo!io @iew Pie Charts
& pie chart is a circular chart divided i"to slices, +here each slice represe"ts a
particular group% ,he siDe o) the slice represe"ts the value o) the selected data )ield,
relative to the group's total value% & pie chart is use)ul )or a"alyDi"g relative parts o)
a +hole%
E2ample 8: Cou ca" create a pie chart to a"alyDe the at completio" total cost )or
pro3ects, *ased o" pro3ect status% ,o do this, customiDe the chart a"d select &t
Completio" ,otal Cost as the data )ield, the" choose to group *y Pro3ect 7tatus%
8he" the chart displays, each slice represe"ts a si"gle pro3ect status -e%g%, Pla""ed,
&ctive, 4"active, 8hat 4)./ the siDe o) the slice represe"ts the &t Completio" ,otal
Cost value )or all pro3ects assig"ed the pro3ect status%
33-
P6 'PPM ser7s /ui&e
E2ample @: ,he pie chart *elo+ sho+s !urrent +u#get i" slices represe"ti"g
*ocation%
*ab!e of Co""on Pie Chart E!e"ents
-te" (escription
Portfolio Analsis tool*ar%
Portfolio Analsis setti"gs area%
More an# +asic buttons: Clic( More to display more optio"s i" the
Port)olio &"alysis 7etti"gs area% Clic( +asic to hide the additio"al setti"gs%
*egen#: Gased o" the Group Gy )ield, each item i" the lege"d is
give" a color *ased o" the selected color theme%
Slice: Each data group's proportio"ate co"tri*utio" to the total is
represe"ted *y a color5coded +edge or piece o) the pie% 4" the
e1ample, this slice represe"ts 0ussia's value o) 16F,FA? +hich
e2uates to
1I o) the !urrent +u#get *y *ocation%
332
Wor%ing with Portfo!io @iew Aistogra"s
6istograms re"der data i"to multi5colored *ars +ith relative siDes to help you
ma(e )ast compariso"s% ,hree similar types o) histograms are availa*le: *asic,
side5*y5side, a"d stac(ed%
333
P6 'PPM ser7s /ui&e
E2ample: ,odd +a"ts to a"alyDe curre"t *udget values )or each pro3ect i" the
Corporate Pro5ects port)olio% 6e also +a"ts to compare this data to the +* Total
!ost )or the curre"t pro3ect phase% 6e "avigates to the Portfolio Analsis page
a"d customiDes the port)olio vie+s, )ilters, sce"arios, a"d histogram chart optio"s
sho+" *elo+% 6e sets Pro%ect to appear o" the 15a1is a"d !urrent +u#get o" the
y5a1is% 8he" the chart appears, each *ar represe"ts a pro3ect/ the siDe o) the *ar
represe"ts the !urrent +u#get% 6e co")igures a seco"d histogram to display the
!urrent Phase o" the 15a1is a"d +* Total !ost o" the
y5a1is%
*ab!e of Bey Aistogra" E!e"ents
-te" (escription
Tooltip: Mouse over a *ar to vie+ a summary%
Sho) all values on a2is: 7elect this optio" to i"clude all values
o" the 15a1is a"d "ot 3ust values +ith data%
334
-te" (escription
Si#e-b-Si#e =istogram: ,he 4roup + )ield is added% 4" this
e1ample, At !ompletion *abor !ost is trac(ed alo"g the y5a1is )or
each Priorit grouped *y Pro%ect ,)ner alo"g the 15a1is%
Stac'e# =istogram: ,he Stac' + )ield is added i"stead o) the
4roup + )ield% 4" this e1ample, the !urrent +u#get is graphed
)or each Pro%ect Manager% ,he data is stac(ed *y locatio"%
About Portfo!io &cenarios
7ce"arios are s"apshots o) historical pro3ect data at a give" poi"t i" time% Cou ca"
use them to compare agai"st the latest summariDed data, or to compare to other
sce"arios%
About What8if Ana!ysis
0ooted i" *usi"ess ma"ageme"t pri"ciples o) sou"d decisio" theory -which option
should we pursue@. is the +hat5i) a"alysis tech"i2ue aimed at assessi"g the
results a"d impacts o) pote"tial sce"arios% 4ts "ame stems )rom the 2uestio",
=What i& the sce"ario actually came to )ruitio"R=
Use +hat5i) sce"arios a"d +hat5i) pro3ects to determi"e the impact di))ere"t costs or
i"vestme"ts have o" *usi"ess goals% U"a"ticipated adversities ca" ma(e a *usi"ess
or pro3ect u"sta*le a"d proactive ha"dli"g o) these u"certai"ties is re2uired% 8ith
+hat5i) sce"ario a"alysis, your orga"iDatio" ca" evaluate the )easi*ility o)
completi"g the pro3ect u"der u")avora*le co"ditio"s, prepare co"ti"ge"cy a"d
respo"se pla"s to avoid or overcome the +orst sce"ario, a"d mitigate the impact o)
u"certai" or u"e1pected situatio"s%
P6 port)olio sce"arios help you calculate multiple pro3ect costs or duratio"s a"d
compare di))ere"t sets o) assumptio"s a*out pro3ect activities% 7ample sce"arios
might i"clude the )ollo+i"g:
8hat i) +e e1te"d the duratio" o) a particular pro3ect phaseR
8hat i) regulatory cha"ges re2uire us to i"vest more i" certai" areasR
8hat i) the price o) a critical compo"e"t i"creases to u"sustai"a*le levelsR
8hat i) a crucial part is delayedR
335
P6 'PPM ser7s /ui&e
Wor%ing with Portfo!io &cenarios
Use sce"arios to compare agai"st the latest summariDed data, or to compare to
other sce"arios% ,he list o) availa*le sce"arios i"cludes sce"arios you have access
rights to vie+ that are associated +ith the ope" pro3ect group% &s you modi)y the
data displayed o" the ta* -)or e1ample, you cha"ge the type o) Capacity Pla""i"g
chart you +a"t to vie+ or cha"ge the list o) selected pro3ects a"d roles., you ca"
create "e+ sce"arios or save cha"ges to the vie+ to )urther assist you i" role
pla""i"g%
Creating Portfo!io &cenarios
Create port)olio sce"arios to capture a speci)ic state you ca" later use )or
+hat5i) a"alysis%
,o create a port)olio sce"ario:
port)olios%
a% 4" the 9ie) list, select a port)olio vie+% 4) you "eed to create a vie+, clic(
!reate Portfolio 9ie)%
*% Co")igure the curre"t vie+ i" the lo+er +or( area *y per)ormi"g a"y o)
the )ollo+i"g optio"al steps%
1% Clic( "ilter b to )ilter the curre"t vie+ *y EP7, port)olio, or pro3ect code%
% 4" the Scenario list, select a" e1isti"g sce"ario%
F% Clic( More a"d ma(e your selectio"s o" the setti"gs area%
B% Clic( Save As%
B. 4" the Save As dialog *o1, e"ter a Title, choose the .e) Scenario optio", a"d
clic(
Save%
*ips
&"other +ay to create a sce"ario is to clic( !apacit Planning, co")igure the
optio"s o" that page, a"d the" clic( Save As%
336
Capacity P!anning
About Capacity P!anning
E1ecutives, ma"agers, a"d pla""ers tas(ed +ith ma"agi"g a port)olio o) e1isti"g
pro3ects a"d "e+ opportu"ities i" the pipeli"e "eed a +ay to evaluate *oth active
a"d proposed pro3ects to a"s+er o"e esse"tial 2uestio": Do we have the resource
capacit to success&ull complete all the wor2@ ,he Capacity Pla""i"g process helps
a"s+er this 2uestio"% 4t reveals +he" your orga"iDatio" is over or u"der allocated%
Eecisio"s to proceed, delay, )reeDe, or termi"ate pro3ects ca" the" *e made%
Wor%ing with the Capacity P!anning Page
Use the Capacity Pla""i"g page to per)orm What1i& a"alysis, graphically cha"ge
pro3ect )orecast dates, a"d apply +aterli"e a"alysis tech"i2ues to assist +ith critical,
e1ecutive5level decisio" ma(i"g% Ge)ore assessi"g capacity or dema"d o"
resources, create resource a"d role estimates )or each pro3ect% Euri"g your
a"alysis, you ca" create a"d update sce"arios that provide varyi"g s"apshots o)
pro3ect a"d role
allocatio" data% &)ter co"ducti"g your a"alysis, you ca" create "e+
port)olios co"tai"i"g o"ly the pro3ects that meet your pla""i"g criteria%
8he" you choose to display a stac(ed histogram, area chart, or spreadsheet, the
Capacity Pla""i"g chart displays the total at completio" u"its or costs over time )or
the com*i"atio" o) selected roles a"d pro3ects% Each o) these charts co"tai"s the
same i")ormatio" i" di))ere"t )ormats +ith a data stac(i"g optio" )or the pro3ects
a"d roles you select%
33"
P6 'PPM ser7s /ui&e
8he" you choose to display a "et availa*ility chart, the chart displays each selected
role's u"der5 or over5allocated u"its over time )or the curre"tly selected pro3ects% ,he
limit li"e is al+ays placed at Dero% 4) the total u"its )or a role e2uals the limit, "o *ar
is displayed )or that role% Gars placed a*ove the limit li"e i"dicate "et u"der5
allocatio" )or the associated role duri"g the displayed time period/ *ars placed
*elo+ the limit li"e i"dicate "et over5allocatio" )or the associated role duri"g the
displayed time period%
*ab!e of Bey Capacity P!anning Page E!e"ents
-te" (escription
.avigation: Ge)ore you *egi", )irst ope" the port)olio you +a"t to
+or( +ith% &)ter clic(i"g !apacit Planning, remem*er to clic(
Sho) !apacit Planning !hart i" the tool*ar% ,his displays the
)our -B. mai" scree" areas used i" capacity pla""i"g%
Scorecar#: Use this ta*le to a"alyDe, sort, a"d select pro3ects%
O"ly the pro3ects you select i" the optio" colum" appear i" the
Capacity Pla""i"g chart%
<ote: ,he scorecard o" this page is "ot related to the set o) de)i"ed port)olio vie+ scorecards%
4antt chart: ;ie+ curre"t a"d )orecast schedules% Erag the *ars to
ad3ust the Capacity Pla""i"g chart data%
33(
-te" (escription
Role Selection Area: 7elect the optio"s )or the roles you +a"t to
i"clude i" the Capacity Pla""i"g chart%
!apacit Planning !hart /-n#er-Allocate#0: ;ie+ role
allocatio" as a stac(ed histogram, area chart, "et availa*ility
chart, or spreadsheet%
!apacit Planning !hart /,ver-Allocate#0: CustomiDe the chart
to sho+ a limit li"e represe"ti"g the ma1imum capacity o) all
resources )or the curre"tly selected roles *y timescale period%
!ustomi6e !apacit Planning !hart: CustomiDe the colum"s,
groupi"g, +aterli"e, or chart optio"s% Cou ca" customiDe the chart to
display u"its or costs, a limit li"e, a"d a" allocatio" limit li"e% Cou
ca" also choose to sho+ data )or all pro3ects i" the data*ase -e1cept
+hat5i) pro3ects., rather tha" )or the pro3ects you select i" the
scorecard%
4) you elect to vie+ costs, *ut do "ot have the re2uired security
privileges to vie+ costs )or a"y pro3ect i" the selected pro3ect group,
the Capacity Pla""i"g chart does "ot display a"y data% ,his optio" is
"ot availa*le )or the "et availa*ility chart *ecause the chart displays
o"ly u"its%
.ote: ,he "et availa*ility charts are o)te" the *est place to
*egi" a resource capacity or dema"d a"alysis si"ce they
represe"t a streamli"ed *irds5eye vie+% ,hese charts i"clude all
related pro3ects a"d roles i" a si"gle vie+ allo+i"g you to
e1pa"d or drill do+" i"to o"ly the roles +ith perceived
pro*lems%
Ana!y=ing 2o!e A!!ocation 6Capacity P!anning7
Cou ca" a"alyDe role allocatio" over time )or o"e or more pro3ects o" the Capacity
Pla""i"g page% Usi"g multiple chart )ormats a"d role groupi"gs, you ca" ide"ti)y
areas o) u"der5allocatio" or over5allocatio"% Usi"g sce"arios, you ca" also per)orm
+hat5i) a"alysis%
,o a"alyDe role allocatio":
port)olios%
. O" the Portfolios "avigatio" *ar, clic( !apacit Planning%
331
P6 'PPM ser7s /ui&e
F. O" the !apacit Planning page:
a% Clic( Sho) !apacit Planning !hart to display the scorecard -top le)t.,
Ga"tt chart -top right., role selector -*ottom le)t., a"d Capacity Pla""i"g chart
-*ottom right.%
*% -Optio"al. Choose to complete a"y "um*er o) the )ollo+i"g optio"al su*5steps:
1% Clic( !ustomi6e to set colum", groupi"g, sorti"g, +aterli"e, a"d other
chart optio"s%
% Clic( the Scenario list to apply a sce"ario% 7elect F*atest $ataG to
display the latest summariDed data )or the pro3ect group%
.ote: 4) you customiDe the Capacity Pla""i"g page to
display allocatio" data )or all pro3ects i" the data*ase
-rather tha" )or selected pro3ects o"ly., you ca""ot apply a
sce"ario%
F% 4" the scorecar# -top le)t., mar( or clear the chec( *o1 "e1t to each
pro3ect to i"clude or e1clude the pro3ect's data i" the Capacity Pla""i"g
chart% Eata i" the Capacity Pla""i"g chart is updated to re)lect your
cha"ges%
B% 4" the role selector -*ottom le)t., clic( 4roup Roles + or
Search to pi"poi"t the roles you +a"t to a"alyDe i" the chart% Mar( or
clear the chec( *o1 "e1t to each role to i"clude or e1clude the role's
allocatio" data i" the Capacity Pla""i"g chart% 0ole data is immediately
updated i" the chart%
.ote: 8he" grouped *y Current Port&olio +oles or +ole
Team, all child roles are automatically selected +he" you
select a pare"t role%
?% 4" the !apacit Planning chart -*ottom right. tool*ar, select a chart
or spreadsheet )ormat, a"d the" choose ho+ you +a"t to stac( the
chart -*y pro3ect, role, pro3ect code, or staJed versus u"sta))ed u"its or
costs.%
6% Erag your mouse over a color5coded sectio" o) the chart to vie+ the
capacity data )or that sectio"%
34+
/sing 2eports
-n *his &ection
&*out 0eports %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% FB1
&*out Pu*licatio" 7ervices a"d 0eporti"g %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F?1
About 2eports
0eports are collectio"s o) mea"i"g)ul data saved i" a commo" )ile )ormat,
desig"ed accordi"g to a particular template, a"d delivered to the right recipie"ts%
&s permitted, you ca" use the set o) pre5de)i"ed G4 Pu*lisher reports or additio"al
reports created *y your admi"istrator% 7ee Pre0"efine" ! Publisher Reports
-o" page FB6.%
.ote: Pro3ect, e"terprise, a"d other types o) glo*al data )or
reports must *e automatically or ma"ually pu*lished to e"sure
up5to5date i")ormatio"%
Cou ca" elect to ru" a report i" o"e o) t+o *asic +ays:
1. ,n-#eman#: ,his type o) report ge"eratio" has ma"y other "ames, i"cludi"g
&7&P, i"sta"t, ad5hoc, a"d =o" the )ly=% &s these "ames imply, the applicatio"
accepts various i"put criteria )rom you i" real time a"d the" i"sta"tly ge"erates
a"d delivers the selected report to a" e5mail address, or prompts you to save or
ope" the )ile depe"di"g o" output type%
. Sche#ule#: ,his type o) report ge"eratio" re2uires that you )irst co")igure the
optio"s a"d other details "ecessary to ge"erate the report, *ut does"'t actually
ge"erate the report output u"til the scheduled day a"d time% Cou ca" also
ge"erate previously scheduled reports o"5dema"d%
.ote: Cour a*ility to ru" a"d schedule reports comes )rom
security setti"gs ma"aged i" G4 Pu*lisher% P6 user access
setti"gs determi"e +hat, i) a"ythi"g, you +ill see% >or e1ample,
to vie+ overhead codes i" a ,imesheet 0eport, you "eed
module access )or the 0eports sectio" o) the applicatio" as +ell
as resource access )or the resources i"cluded i" the report%
Co"tact your admi"istrator )or more i")ormatio"%
34-
P6 'PPM ser7s /ui&e
Wor%ing with 2eports
,he reports sectio" o) the applicatio" hosts a" array o) reports i"tegrated +ith G4
Pu*lisher% ,he role assig"ed to you determi"es the e1te"t o) your permissio"s +he"
usi"g reports i" P6%
2eports &creen E!e"ents
-te" (escription
9ie) me"u: Use the vie+ me"u to s+itch *et+ee" the 0eports vie+
a"d the 7chedules vie+%
Reports vie+: ,he 0eports vie+ displays the list o) reports you have
access to ru"% 0u" a report o"5dema"d, or use the 7chedule detail
+i"do+ to schedule a report ru"% ,he remai"i"g scree" eleme"t
descriptio"s i" this ta*le provide more details o" the 0eports vie+%
Sche#ules vie+: ,he 7chedules vie+ displays the list o) all reports
you have scheduled to ru", orga"iDed *y ru" )re2ue"cy -O"ce,
Eaily, 8ee(ly, Mo"thly.% Cou ca" suspe"d or activate the report
ru" *y deseleti"g or selecti"g the E"a*led optio"% Clic( o" a report
schedule "ame a"d vie+ a" e1pla"atio" o) the report i" the
Eescriptio" detail +i"do+%
342
sing Reports
-te" (escription
Reports vie+ +or( area: 0eports are listed *y "ame a"d
grouped *y )older% ,he report list, group "ames, a"d hierarchical
structure are
de)i"ed i" G4 Pu*lisher% 7ee Pre0"efine" ! Publisher Reports -o" page
FB6.
)or a list o) all reports that accompa"y P6% Cour P6 admi"istrator
ca" remove pre5de)i"ed reports a"d create additio"al reports )or
your use%
>rom this page, you ca" vie+ report details i"cludi"g the )ile )ormats
availa*le )or each report% Cou ca" also ru" a report o"5dema"d or
pri"t a list o) reports i" your vie+%
Reports vie+ detail +i"do+s:
Sche#ules detail +i"do+: ,his detail +i"do+ lists all the scheduled
report ru"s )or the selected report% Use this detail +i"do+ to add a
"e+ scheduled report ru", suspe"d or activate a report ru" *y
selecti"g or cleari"g the E"a*led optio", a"d vie+ the history o)
report ru"s% Cou ca" also ru" a scheduled report o"5dema"d )rom this
+i"do+%
$escription detail +i"do+: ,his detail +i"do+ provides a"
e1pla"atio" o) the report%
&che0u!ing 2eports
Per)orm these steps to schedule reports a"d co")igure report delivery
setti"gs% ,o schedule a report:
1. Clic( Reports%
. O" the Reports page:
a% Clic( 9ie) a"d select Reports%
*% 7elect a report, a"d the" clic( the Sche#ule detail +i"do+%
F. 4" the Sche#ule detail +i"do+, clic( A## -4"sert.%
.ote: Cou ca" also schedule a "e+ report usi"g a" e1isti"g
report schedule% ,o do this, clic( Replicate Sche#ule
i"stead o)
A## -4"sert., a"d the" co"ti"ue to )ollo+ the steps *elo+%
B. 4" the Report Settings dialog *o1, clic( the ,ptions ta*%
?. O" the ,ptions ta*:
a% 4" the Sche#ule .ame )ield, e"ter a "ame that ide"ti)ies the report
schedule% *% 4" the Template list, choose a template to apply to the report%
c% 4" the "ormat list, choose a )ile )ormat )or the delivery o) the report%
d% <e1t to the $eliver Tpe )ield, clic( a"d e"ter or select e5mail
addresses )or the i"te"ded report recipie"ts%
343
P6 'PPM ser7s /ui&e
e% 4" the .otification sectio", choose to se"d yoursel) status "oti)icatio" o) the
report ru"%
)% 4" the Report Parameters sectio", speci)y values )or the parameters i" the
"iel# .ame colum"% Cou ca" e"ter values directly i" the )ield or dou*le5clic(
i" the )ield a"d clic( to ope" a selectio" dialog *o1%
.ote: 8he" selecti"g Pro3ect parameters, i) you choose to add
a" EP7 to the 7elected Pro3ects list, o"ly the pro3ects directly
u"der the EP7 are added% 4) additio"al EP7s are u"der the
pare"t EP7, these pro3ects +ill "ot automatically *e i"cluded i"
the report/ ho+ever, you ca" select additio"al EP7s a"d add
them to the 7elected Pro3ects list%
!aution: ,o avoid system per)orma"ce issues, *e as
speci)ic as possi*le +he" e"teri"g values )or reports%
<arro+ do+" your choices to i"clude o"ly +hat is a*solutely
"ecessary%
6. 4" the Report Settings dialog *o1, clic( the Sche#ule ta*%
@. O" the Sche#ule tab:
a% 7elect a recurre"ce patter" )rom the Run list%
*% 4" the Sche#ule ,ptions sectio", complete the )ields sho+"% ,he scree"
eleme"ts i" this sectio" are dy"amically updated *ased o" your selectio" i"
the Run list%
>or e1ample, )or Eaily scheduled 3o*s, e"ter the 7tart Eate, >i"ish Eate, 0u"
,ime, a"d select o"e or more days )or the report to ru"%
A. 4" the Report Settings dialog *o1, clic( Save%
2unning 2eports n8(e"an0
Per)orm these steps to co")igure report setti"gs a"d immediately ru" a
report% ,o ru" a report o"5dema"d:
1. Clic( Reports%
. O" the Report page:
a% Clic( 9ie) a"d select
Reports% *% 7elect a report%
c% Clic( Run Report%
F. 4" the Report Settings dialog *o1:
a% 4" the "ile .ame )ield, e"ter a )ile "ame )or the report%
*% 4" the Template list, choose a template to apply to the report%
c% 4" the "ormat list, choose a )ile )ormat )or the delivery o) the report%
344
sing Reports
d% 4" the $eliver Tpe list, choose to have the report se"t through e5mail or
display the )ile immediately%
4) you chose E-mail, clic( a"d e"ter or select e5mail addresses )or
the i"te"ded report recipie"ts%
4) you chose "ile, the report +ill display a)ter you clic( Run%
e% 4) you chose E-mail, i" the .oti5cation sectio", choose to se"d yoursel) a
status "oti)icatio" o) the report ru"%
)% 4" the Report Parameters sectio", speci)y values )or the parameters i" the
"iel# .ame colum"% Cou ca" e"ter values directly i" the )ield or dou*le5clic(
i" the )ield a"d clic( to ope" a selectio" dialog *o1%
.ote: 8he" selecti"g Pro3ect parameters, i) you choose to add
a" EP7 to the 7elected Pro3ects list, o"ly the pro3ects directly
u"der the EP7 are added% 4) additio"al EP7s are u"der the
pare"t EP7, these pro3ects +ill "ot automatically *e i"cluded i"
the report/ ho+ever, you ca" select additio"al EP7s a"d add
them to the 7elected Pro3ects list%
!aution: ,o avoid system per)orma"ce issues, *e as
speci)ic as possi*le +he" e"teri"g values )or reports%
<arro+ do+" your choices to i"clude o"ly +hat is
a*solutely "ecessary%
g% Clic( Run%
@iewing the 2eport 2un Aistory
Per)orm these steps to vie+ the list o) all ru"s )or the selected report schedule
si"ce the last history deletio"%
.ote: ,he ru" history is o"ly captured )or scheduled
reports, or o"5dema"d reports delivered *y e5mail%
,o vie+ the report ru" history:
1. Clic( Reports%
a% Clic( 9ie) a"d select Reports%
*% 7elect a report, a"d the" clic( the Sche#ule detail +i"do+%
F. 4" the Sche#ule detail +i"do+, select a schedule "ame a"d clic( =istor%
B. O" the =istor dialog *o1, revie+ the rece"t report ru"s%
,o clear the history, clic( $elete All =istor%
Clic( Save or !ancel to close the =istor dialog *o1%
345
P6 'PPM ser7s /ui&e
Pre80efine0 9- Pub!isher 2eports
,his sectio" lists a"d descri*es the pre5de)i"ed G4 Pu*lisher reports that are
supplied +ith P6% Cou ca" use these reports to display various types o) pro3ect a"d
port)olio data you "eed% Cour admi"istrator ca" modi)y the list o) reports availa*le
)or your use, i"cludi"g removi"g pre5de)i"ed reports or addi"g additio"al reports to
your vie+%
2eport Na"e (escription Para"eters
Activit Reports
&ctivity 9oo( &head Eisplays activities, alo"g
+ith dates a"d status,
occurri"g +ithi" speci)ied
+ee(s )or the selected
pro3ects%
Pro3ect 4E, <um*er o)
8ee(s
7chedule 0eport
+ith
<ote*oo(s
Provides a list o) activities
)or the selected pro3ects
alo"g +ith all associated
"ote*oo( topics%
Pro3ect 4E
Cross Pro3ect
0elatio"ships
9ists the pro3ects a"d
associated activities that
are predecessors or
successors to the selected
pro3ect, providi"g visi*ility
i"to cross pro3ect impacts%
Pro3ect 4E
Euratio" &"alysis Compares pla""ed a"d
actual duratio" o) the
activities )or the
selected
pro3ects alo"g +ith upper
a"d lo+er thresholds to
a"alyDe
Pro3ect 4E
&ctivity
0elatio"ships
9ists the activities )or the
selected pro3ects alo"g +ith
their predecessors a"d
successors% 0eport i"cludes
relatio"ship type a"d lag
alo"g +ith dates a"d )loat
o) the related activities%
Pro3ect 4E
Pro%ect Reports
346
sing Reports
6igh 9evel Pla""i"g
&ssig"me"ts
& 9 mo"th loo( ahead o)
high level resources a"d
roles assig"ed to the
selected pro3ects through
the resource pla""i"g
spreadsheet% 4")ormatio"
i"cludes e))ort, commitme"t
status a"d
dates%
Pro3ect 4E
Kualitative 0is(
0eport
0eports o" all ris(s )or the
select pro3ects% 4"cludes
ris( i")ormatio", ris(
impact assessme"t,
impacted activities, a"d
ris( respo"se pla"s%
Pro3ect 4E
4ssues 9ists all issues ide"ti)ied )or
the selected pro3ects,
grouped *y status% ,he issue
details i"clude priority,
criticality, a"d issue
descriptio", i) provided%
Pro3ect 4E
Eocume"t
&ssig"me"ts
Provides a list o) all
docume"ts assig"ed to
activities a"d
8G7s +ithi" the
speci)ied pro3ect,
grouped *y docume"t
Pro3ect 4E
Pro3ect Ear"ed ;alue Eisplays mo"thly actual
cost, ear"ed value, a"d
pla""ed value i" *oth a *ar
chart alo"g +ith a ta*le )or
the selected pro3ects%
Pro3ect 4E
Pro3ect 7tatus 0eport Provides a pro3ect overvie+
that i"cludes pro3ect code
values, pro3ect costs,
issues, ris(s, status o) the
milesto"es, a"d a list o)
"ote*oo( topics%
Pro3ect 4E, Pro3ect 7tatus
Pro3ect Gover"a"ce
<o"5Complia"ce
0eport
9ists all pro3ects a"d their
critical pro3ect5level setti"gs%
7etti"gs that deviate )rom
the sta"dard are highlighted
i" the report%
Pro3ect 4E
34"
P6 'PPM ser7s /ui&e
8ee(ly 7chedule
Per)orma"ce
Compares the activity actual
)i"ish date to the *aseli"e
)i"ish date% &ctivities are
grouped *y +ee( a"d
pro3ect% ,he report +ill
display i")ormatio" starti"g
B +ee(s prior to the date set
i" the report parameters%
Pro3ect 4E, B 8ee(s Prior
,o: NdateO
0is( 7cori"g 0eport o) the pro3ect ris(
scori"g matri1% 4"cludes
threshold de)i"itio"s
grouped *y type
-Pro*a*ility, 7chedule, Cost,
User5de)i"ed, a"d
,olera"ce. a"d "umeric
a"d alpha"umeric pro*a*ility
a"d impact diagrams -P4Es.%
Pro3ect 4E
Pro3ect Pla"
6ierarchy
Eisplays the pro3ect pla"
+hich lists all 8G7s a"d
activities )or the selected
pro3ect% ,he activity
details i"clude the status,
start a"d )i"ish dates, a"d
the associated activity
steps%
Pro3ect 4E
Portfolio Reports
4"vestme"t
&lig"me"t Chart
Eisplays a *u**le chart that
plots selected pro3ects
agai"st their strategic a"d
)i"a"cial rati"g +ith the
*u**le siDe represe"ti"g the
&t Completio" Cost%
Pro3ect 4E
Code &ssig"me"ts Provides a list o) pro3ects )or
the speci)ied port)olio alo"g
+ith the code values
assig"ed )or the selected
pro3ect code%
Pro3ect Code, Port)olio
<ame
Pro3ect Port)olio
0evie+
4de"ti)ies issues a"d ris(s
+ithi" the selected port)olio
a"d groups them *y pro3ect%
4"cludes status a"d priority
o) the issue or ris( alo"g
+ith pro3ect5level
i")ormatio"%
Port)olio <ame
34(
sing Reports
Port)olio Cou"ts Provides a cou"t o) all
pro3ects a"d activities
+ithi" the selected
port)olio% 4" additio", t+o
pie charts display
represe"ti"g the "um*er o)
ope" a"d closed issues a"d
ris(s%
Port)olio <ame
A#ministrative Reports
,imesheets
,imesheets
7tatus +ithout
<otes
9ists timesheets )or
resources alo"g +ith the
status, su*mitted a"d
revie+ed dates, a"d "ame
o) the last revie+er%
<&
,imesheets
7tatus +ith <otes
9ists timesheets )or
resources alo"g +ith the
status, su*mitted a"d
revie+ed dates, "ame o)
the last revie+er, a"d
associated timesheet
"otes%
<um*er o) 8ee(s
,imesheets +ith
Eetailed 6ours
9ists timesheets )or the
speci)ied date ra"ge% >or
each timesheet, the
activities a"d detailed hours
per day are provided%
7tart Eate, E"d Eate
,imesheet
Complia"ce
Eisplays a *ar chart o)
timesheets status *y
resource team )or a give"
period% 4"cludes a ta*ular
vie+ +ith total "um*er o)
approved hours as +ell as
perce"tage completed
versus those either "ot
started, i" progress, or
re3ected%
,imesheet Period
7tart, ,imesheet
Period >i"ish
Pro3ect ,emplate
Ma"ageme"t
9ists all pro3ect templates
alo"g +ith status, divisio",
a"d added *y perso" a"d
date%
<&
341
P6 'PPM ser7s /ui&e
Cale"dar Use 9ists all Glo*al, Pro3ect, a"d
0esource cale"dars,
i"cludi"g ide"ti)icatio" o) the
pro3ects a"d resources usi"g
each cale"dar%
<&
Pro3ect Gover"a"ce
<o"5Complia"ce
0eport
9ists core pro3ect5level
setti"gs )or each pro3ect,
highlighti"g setti"g values
that are "ot complia"t%
Pro3ect 4E
Users 9ists all users a"d their
perso"al "ame alo"g +ith
their associated resource a"d
glo*al security pro)ile%
<&
Pro)ile Privileges 9ists the privileges that are
e"a*led )or each glo*al a"d
pro3ect5level security pro)ile%
<&
Users Pro3ect
&ssig"me"ts
Eisplays OG7 eleme"ts
alo"g +ith the
correspo"di"g security
pro)ile, EP7s, a"d Pro3ects
assig"ed to selected users%
User <ame
Users OG7
&ssig"me"t
s
Eisplays all OG7 eleme"ts
alo"g +ith the
correspo"di"g security
pro)ile assig"ed to selected
users%
User <ame
Resource Reports
0esource &llocatio"
*y Pro3ect
Eisplays a stac(ed histogram
that sho+s eJort -i" hours.
)or selected resources,
stac(i"g *ars *y pro3ect
+ithi" the start a"d e"d date
ra"ges%
Pro3ect 4E, 7tart Eate,
E"d
Eate, 0esource 4E
0esource 0ole 7(ill
7ets
9ists all resources alo"g +ith
their assig"ed roles% ,he
primary role a"d pro)icie"cy
level is ide"ti)ied )or each
role%
<&
&ctivity 0esource
&ssig"me"ts
9ists resources assig"ed to
each activity i" the selected
pro3ects% 4")ormatio"
i"cludes start a"d )i"ish
dates alo"g +ith duratio"%
Pro3ect 4E
35+
sing Reports
0esource 7tac(ed
6istogram
Eisplays a stac(ed
histogram that sho+s eJort
-i" hours. )or selected
resources, stac(i"g *ars *y
resource +ithi" the start
a"d e"d date ra"ges%
E"d
Eate, 0esource 4E
>,E -headcou"t.
report
Eisplays a list o) roles
assig"ed to the selected
pro3ect-s. alo"g +ith the
amou"t o)
time5phased eJort )or each
role, i" )ull time e2uivale"ts,
)or
E"d
Eate
0esource Code
&ssig"me"ts
Eisplays a list all resource
codes a"d resource code
values alo"g +ith the
resources assig"ed to
each code value%
<&
0esource 0ole
&ssociatio"s
Eisplays a list o) all roles i"
the system a"d the
resources assig"ed to each
role% ,he primary role a"d
pro)icie"cy level is ide"ti)ied
)or each resource%
<&
About Pub!ication &er#ices an0 2eporting
Ge)ore you ca" ge"erate reports, data must *e re)reshed a"d calculatio"s must *e
made i" precisely arra"ged ta*les a"d )ields% Pu)lication -ervices address these
reporti"g "eeds gatheri"g a"d calculati"g data as close as possi*le to real5time% ,o
ma(e this happe", you ca" co")igure P6 to automatically pu*lish data to reporti"g
ta*les% Eepe"di"g o" the type o) data pu*lished, P6 ta*les may still ge"erate
reports, or a com*i"atio" o) P6 a"d reporti"g ta*les may ge"erate them% &"
admi"istrator must co")igure setti"gs )or Pu*licatio" 7ervices *e)ore pu*lishi"g
reporti"g data%
Cour orga"iDatio"'s P6 EPPM data has t+o categories: pro5ect data a"d "lo)al data%
Pu*lished pro3ect data i"cludes all i")ormatio" a*out your pro3ects, i"cludi"g
summaries a"d calculatio"s% Pu*lished glo*al data i"cludes e"terprise data,
resource a"d role data, port)olio data, a"d security data%
,o summariDe the reporti"g process:
1. Users create "e+ data or ma(e cha"ges to e1isti"g data i" P6%
. P6 glo*al a"d pro3ect data pu*lishes, automatically or ma"ually, to ta*les
)or reporti"g%
35-
P6 'PPM ser7s /ui&e
F. 0eports ge"erate directly )rom the collective P6 EPPM data*ase +ith the P6
E1te"ded 7chema reporti"g ta*les%
Wor%ing with Pub!ication &er#ices for 2eporting
,o achieve "ear real5time reporti"g, you ca" co")igure P6 to automatically pu*lish to
ta*les that store updated data, i"cludi"g calculatio"s a"d summary data% ,hese
ta*les also create vie+s )or ge"erati"g reports% ,he P6 data is split i"to t+o ge"eral
categories: pro5ect data a"d "lo)al data% Pro3ect data i"cludes all i")ormatio" a*out
your pro3ects, i"cludi"g summaries a"d calculatio"s% Glo*al data i"cludes e"terprise
data, as +ell as resource a"d role, port)olio, a"d security data% ,he image *elo+
summariDes the (ey co"cepts i" the pu*licatio" a"d reporti"g process%
*ab!e of Bey Pub!ication &er#ices Concepts
-te" (escription
EPPM $atabase: ,he EPPM data*ase captures all the data your
orga"iDatio" ge"erates every seco"d o) every day% 6o+ever, the
ra+ data i" the EPPM data*ase is "ot structured )or immediate
reporti"g%
352
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-te" (escription
Pro%ect $ata: Cou ca" co")igure P6 to automatically pu*lish a
pro3ect *ased o" pu*licatio" thresholds% Gased o" the optio"s you
select, you ca" prioritiDe pro3ects )or pu*licatio" i" a 2ueue% 4)
"ecessary, you ca" ma"ually add a pro3ect to the 2ueue%
4lobal $ata: Cou ca" co")igure services i" P6 to schedule the
pu*licatio" o) glo*al data *ased o" recurri"g i"tervals that you
speci)y% 4) "ecessary, you ca" also immediately pu*lish this data
ma"ually%
Pro%ect Hueue: Pro3ects pu*lish i" se2ue"tial order *ased o"
priority% Cour admi"istrator ca" co"trol +hich pro3ects are added to
the pu*lishi"g 2ueue, +he", a"d i" +hat order% ,hese optio"s e"sure
the pro3ect data you "eed most is availa*le )or P6 reporti"g i" "ear
real5time%
P6 E2ten#e# Schema Tables: ,he pro3ect a"d glo*al services
recalculate certai" logical )ields i" the P6 EPPM data*ase a"d store
them as physical )ields i" the P6 E1te"ded 7chema ta*les so they are
availa*le )or reporti"g a"d other purposes% 7ome )ields i" P6, such as
duratio"s, are calculated i" real time as related )ield data is cha"ged
a"d are "ot stored i" the data*ase% Pu*licatio" services recalculate
these )ields a"d store their values i" the e1te"ded schema ta*les%
Other )ields, such as "ote )ields, are "ot stored i" the data*ase i" a
)ormat suita*le )or reporti"g% >or these )ields, pu*licatio" services +ill
co"vert them to a )ormat more suita*le )or reporti"g%
P6 Reports: Cou ca" ru" reports directly agai"st P6 E1te"ded
7chema ta*le vie+s a"d P6 ta*les%
353
P6 'PPM ser7s /ui&e
P6 admi"istrators co"trol pro3ect a"d glo*al pu*licatio" processes, +hich
are summariDed *elo+%
*ab!e of Bey Pub!ication &er#ices E!e"ents
-te" (escription
Application Settings for Publication Services: 9ocated u"der the
A#minister me"u, *egi" *y clic(i"g Application Settings, a"d the"
choose Services% O" the Services page, speci)y the start date,
period o) time to add to the curre"t pu*licatio" date to determi"e a
)i"ish date, a"d time5distri*uted i"terval )or pu*licatio"% 4" the
Pro%ect Publication sectio", you ca" e"a*le the Pu)lish Pro5ects
services to re)resh pro3ect data accordi"g to a time i"terval you set%
Cou ca" )urther determi"e a cha"ge threshold, time threshold, a"d
eve" decide i) idle pro3ects should *e added to the 2ueue, a"d i) so,
set a ma1imum limit to the co"curre"t "um*er o) idle pro3ects *ei"g
pu*lished%
354
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-te" (escription
Pro%ect Preferences for Publication Services: ,he", "avigate to
the EPS page i" the Pro3ects sectio"% Clic( a pro3ect a"d select Set
Pro%ect Preferences )rom the Actions me"u% O" the Services
page, select the Enable Publication optio" to i"dicate you +a"t to
i"clude this pro3ect i" the Pu)lish Pro5ects services% &ll "e+ pro3ects
are e"a*led )or pu*licatio" *y de)ault% Clear the optio" i) you do "ot
+a"t to pu*lish the pro3ect's data% O" this page, you ca" also set the
pro3ect's priority relative to other pro3ects e"teri"g the pu*licatio"
2ueue%
4lobal Sche#ule# Publication Services: 0etur" to the
A#minister me"u a"d "avigate to the 4lobal Sche#ule# Services
dialog *o1 to e"a*le the types o) glo*al data services you +a"t to
schedule% Gelo+ each service you e"a*le, speci)y the recurri"g
i"terval a"d start time i" the detail +i"do+%
Pub!ishing P6 (ata for 2eports
0eports *ased o" P6 data re2uire timely access to the most curre"t data i" order to
*e accurate% >or e1ample, report recipie"ts e1pect to see updated e"terprise data
a"d pro3ect data i"cludi"g a"y calculatio"s% 4" order to provide this data, P6
ge"erates a"d stores data i" reporti"g ta*les -the P6 E9tended -chema.% Cou ca"
co")igure P6 to automatically pu*lish esse"tial data to the ta*les or ma"ually
ge"erate it so that the most curre"t data is availa*le )or reporti"g%
,he data is split i"to t+o ge"eral categories: pro5ect data a"d "lo)al data% Pro3ect
data i"cludes all i")ormatio" a*out your pro3ects, i"cludi"g summaries a"d
calculatio"s, a"d glo*al data i"cludes e"terprise data, resource a"d role data, a"d
security data%
2e!ate0 *opics
Ee)i"i"g Pu*licatio" Periods%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F??
E"a*li"g &utomatic Pu*lishi"g o) P6 Pro3ect Eata )or 0eports %%%%%%%%%%%%%%%%%%%%%%%% F?6
E"a*li"g &utomatic Pu*lishi"g o) P6 Glo*al Eata )or 0eports %%%%%%%%%%%%%%%%%%%%%%%% F?A
Co")iguri"g Pu*licatio" 7ervice 7etti"gs )or Pro3ects %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F?A
Ma"ually Pu*lishi"g P6 Pro3ect Eata )or 0eports%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F?9
Ma"ually Pu*lishi"g P6 Glo*al Eata )or 0eports %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F6!
(efining Pub!ication Perio0s
Ge)ore pu*lishi"g glo*al or pro3ect data )or reporti"g, de)i"e the pu*licatio" period%
,he pu*licatio" period you de)i"e should *e large e"ough to capture all the pro3ect
data you "eed to i"clude i" reports%
355
P6 'PPM ser7s /ui&e
Warning: You can perform these steps again at any time to modify your settings. However, if an Admin
Superuser modifies the Start date, Time distributed interval, or Finish date is urrent date !lus
fields, all data will be fully recalculated. racle recommends that you only reconfigure publication
options on wee!ends or during off"pea! hours to prevent the disruption of other #$ features.
,o de)i"e the pu*licatio"
period:
1. Clic( the A#minister me"u a"d select Application
Settings%
. O" the Application Settings pa"e, clic(
Services%
F. O" the Services page, i" the Publication Perio#s
sectio":
a% 4" the Start #ate )ield, clic( to select the e1act mo"th, day, year, a"d time
to mar( the i"itial start o) the data pu*licatio" period% 7elect a"y date i" the
past that represe"ts a reaso"a*le amou"t o) historical spread data )or your
orga"iDatio"% >or e1ample, i" order )or users to *e a*le to produce time5
distri*uted reports )or a"y date ra"ge, e"ter the earliest pro3ect start date at
your orga"iDatio"%
*% 4" the "inish #ate is current #ate plus )ields, select a "umeric 2ua"tity a"d
u"it o) time to co"struct a dy"amic period o) time% 8he"ever a pu*licatio"
service ru"s, this period o) time is added to the curre"t date to determi"e the
)i"ish date )or the pu*licatio" o) data% >or e1ample, i) the value is ? years,
time5distri*uted data +ill al+ays *e pu*lished coveri"g the period o) time that
*egi"s +ith the value i" the Start $ate )ield a"d e1te"ds )ive years i"to the
)uture each time a service ru"s%
c% 4" the Time #istribute# interval )ield, select the u"it o) time i" +hich time
distri*uted data +ill *e recalculated a"d pu*lished% 7et this to 8ee( i)
per)orma"ce is o) primary importa"ce a"d daily gra"ularity o) the pu*lished
data is "ot "ecessary%
d% Clic( Save%
Enab!ing Auto"atic Pub!ishing of P6 Pro$ect (ata for 2eports
Per)orm the )ollo+i"g procedure to e"a*le pro3ects )or pu*licatio", a"d to set optio"s
)or automatic pro3ect pu*licatio"% ,he", as you +or(, P6 automatically detects the
cha"ges to your pro3ects that trigger the pu*licatio" o) their data%
,o e"a*le Pu*licatio" 7ervices )or pro3ect
data:
1. Clic( the A#minister me"u a"d select Application
Settings%
. O" the Application Settings pa"e, select
Services%
F. O" the Services page, i" the Pro%ect Publication
sectio":
a% 7elect Enable Publish Pro%ects to e"a*le automatic pro3ect pu*licatio"
*ased o" de)i"ed thresholds% 7electi"g this optio" also allo+s users to
ma"ually pu*lish pro3ects%
*% 4" the Publish pro%ects ever )ield, select a" i"terval *y +hich pro3ects are
polled to *e pu*lished%
356
sing Reports
c% E"ter a "um*er i" the .umber of changes e2cee#s )ield% ,his threshold
setti"g determi"es the "um*er o) edits users ca" ma(e to the pro3ect data
*e)ore P6 pu*lishes its data% &ssumi"g a co"sta"t rate o) cha"ge amo"g
pro3ects, a lo+er value +ill result i" more )re2ue"t pu*licatio" o) pro3ect data%
4) you e"ter a value o)
!, pro3ects +ith trac(ed cha"ges +ill *e automatically pu*lished%
d% E"ter a time period )or the Time since last publication e2cee#s )ield% ,his
threshold setti"g determi"es ho+ o)te" the pu*licatio" o) pro3ect data should
occur% >or e1ample, i) you e"ter 1 hours, the pro3ect data +ill *e pu*lished
every 1 hours u"less the threshold )or the "um*er o) cha"ges has already
*ee" reached%
e% 7elect Publish i#le pro%ects to add pro3ects to the service 2ueue that are
e"a*led )or pu*licatio" *ut have "ot *ee" cha"ged duri"g the time threshold%
,his setti"g is o"ly valid )or the i"itial ru" o) the service%
)% 4" the Ma2imum number to publish )ield, e"ter the ma1imum "um*er o)
pe"di"g idle Pu)lish Pro5ect services that ca" *e prese"t at o"ce i" the service
2ueue% ,his preve"ts per)orma"ce pro*lems duri"g pea( dema"d +he"
e"a*li"g the pu*licatio" o) a large "um*er o) pro3ects% >or e1ample, i) the
service ru"s a"d 2ueues B! pro3ects that have e1ceeded speci)ied thresholds
a"d must *e pu*lished, or that have *ee" ma"ually pu*lished, a"d you have
set the ma1imum to 1!!, P6 +ill schedule up to 6! idle pro3ects )or
pu*licatio"%
g% Clic( Save%
*ips
4) your orga"iDatio" is upgradi"g to P6, select Publish i#le pro%ects to add your
migrated pro3ects to the service 2ueue a)ter your data*ase is upgraded% ,his +ill
pu*lish all your pro3ects i" the 2ueue a"d re)resh the availa*le data )or reporti"g%
&)ter a" upgrade, this setti"g is "o lo"ger applica*le, a"d pro3ects +ill *e
su*mitted to the service 2ueue *ased o" threshold values speci)ied o" the
Application Settings page%
Clear the Publish i#le pro%ects optio" i) your orga"iDatio" does "ot report
agai"st completed pro3ects%
,he Ma2imum number to publish )ield is o"ly applica*le immediately
)ollo+i"g a" upgrade, +he" all pro3ects are co"sidered idle% 8he" all pro3ects
have *ee" pu*lished, the service 2ueue +ill "o lo"ger *e co"strai"ed *ased
o" this setti"g%
& pro3ect +ill *e automatically su*mitted to the service 2ueue i) you cha"ge the
pro3ect *aseli"e, cale"dar, or data date% Pro3ects are also automatically su*mitted
to the 2ueue i) you select or clear !alculate Activit : !omplete from
activit steps optio", or modi)y the de)ault price#u"it value )or assig"me"ts
+ithout activities, )rom the Set Pro%ect Preferences dialog *o1 availa*le )rom
the Actions me"u o" the EPS page%
>or threshold setti"gs, pro3ects are added to the service 2ueue *ased o" trac(ed
cha"ges to data% O"ly cha"ges to activities, resource#role assig"me"ts,
relatio"ships, a"d the 8G7 are trac(ed%
35"
P6 'PPM ser7s /ui&e
Enab!ing Auto"atic Pub!ishing of P6 '!oba! (ata for 2eports
Per)orm the steps *elo+ to co")igure P6 to automatically pu*lish a"y o) the
)ollo+i"g types o) glo*al data to reporti"g ta*les%
E"terprise Eata
E"terprise 7ummary Eata i"cludi"g port)olio data
0esource Ma"ageme"t Eata
7ecurity Eata
,o automatically pu*lish P6 glo*al data:
1. Clic( the A#minister me"u a"d select 4lobal Sche#ule# Services%
. 4" the 4lobal Sche#ule# Services dialog *o1:
a% 7elect a service, the" co")igure its setti"gs i" the Service Settings detail
+i"do+%
>or e1ample, you might speci)y that the service ru"s daily o" 8ed"esdays
+ith a start time o) 1!:1? PM%
.ote: Oracle recomme"ds ru""i"g the Publish Securit
service )irst i) the Run After Previous optio" is selected i" the
Run Service list )or other pu*licatio" services% 0u""i"g the
Publish Securit service )irst +ill e"sure that security data
updates i" the e1te"ded schema as soo" as possi*le a"d
e"sures that the security restrictio"s are i" place *e)ore you
ru" the report%
*% 7elect the Enable# optio" )or a"y o) the )our glo*al services listed%
c% 4) you choose to ru" o"e or more services +ith the relative )re2ue"cy value o)
A&ter previous service, clic( Move -p -CtrlS&ltSUp. or Move $o)n
-CtrlS&ltSEo+". to arra"ge the services i" your pre)erred se2ue"ce%
d% Clic( !lose%
Configuring Pub!ication &er#ice &ettings for Pro$ects
&)ter e"a*li"g automatic pu*lishi"g, per)orm the )ollo+i"g procedure to co")igure
setti"gs )or each i"dividual pro3ect i" Pu)lication -ervices% ,he", as you +or(, P6
automatically detects the cha"ges to your pro3ect that trigger the pu*licatio" o) its
data i" the service 2ueue%
,o co")igure Pu*licatio" 7ervice setti"gs )or a pro3ect:
1. Clic( Pro%ects%
F. O" the EPS page:
B. O" the Pro%ect Preferences pa"e, select Services%
?. O" the Services page, i" the Publication sectio":
35(
sing Reports
a% 7elect the Enable Publication optio"%
.ote: Gy de)ault, all pro3ects are e"a*led )or pu*licatio"% ,he
Enable Publication setti"g o"ly "eeds to *e modi)ied i) you
+ish to disa*le pu*licatio" )or a pro3ect or re5e"a*le pu*licatio"
o) a previously disa*led pro3ect%
*% &d3ust the relative Publication Priorit up or do+" *et+ee" 1 a"d 1!! +ith
?! *ei"g the de)ault priority value, 1 *ei"g the highest priority, a"d 1!! *ei"g
the lo+est%
c% Clic( Save an# !lose%
*ip
4) you +ish to modi)y pu*licatio" setti"gs )or ma"y pro3ects at o"e time, you ca"
display the Enable Publication, *ast Publishe# ,n, a"d Publication Priorit
)ields as colum"s i" your EP7 vie+%
Manua!!y Pub!ishing P6 Pro$ect (ata for 2eports
Per)orm the steps *elo+ to pu*lish the data )rom o"e or more pro3ects to the
reporti"g ta*les so it is ready )or reporti"g% P6 +ill automatically pu*lish pro3ect
data/ ho+ever, you may +a"t to pu*lish the data ma"ually i" special cases such as
+he" ge"erati"g a" importa"t report at a speci)ic time%
,o ma"ually pu*lish P6 pro3ect data:
1. Clic( Pro%ects%
F. O" the EPS page, select o"e or more pro3ects, or select a" EP7 "ode to pu*lish
all o) its su*ordi"ate pro3ects%
B. O" the Actions me"u, clic( Publish Pro%ects%
*ips
4" order to ma"ually pu*lish pro3ect data )rom the EP7 page, Pu)lication -ervices
must *e e"a*led a"d co")igured%
Cou ca" pu*lish all ope" pro3ects *y clic(i"g Publish Pro%ects o" the Run
su*me"u o" the Actions me"u o) the Activities page% Cou ca" also pu*lish
pro3ects *y selecti"g o"e or more pro3ects o" the EPS page, a"d the" usi"g the
right5clic( me"u%
Pro3ects are "ot immediately pu*lished% 4"stead, they +ill *e added to the 2ueue
o) pro3ects *ei"g processed )or pu*licatio" the "e1t time the Pu*lish Pro3ects
service ru"s% ;ie+ setti"gs )or the Pu*lish Pro3ects service, i"cludi"g ho+ o)te"
the service ru"s, o" the Services page, +hich is located o" the Application
Settings pa"e% Eepe"di"g o" your security privileges, the Application
Settings pa"e may "ot *e accessi*le% Cou ca" chec( the status o) the Pu*lish
Pro3ects service a)ter it has *ee" added to the service 2ueue *y selecti"g 9ie)
Service Status )rom the Actions me"u o" the Activities page%
351
P6 'PPM ser7s /ui&e
4) some o) the selected pro3ects are "ot e"a*led )or pu*licatio", o"ly those
pro3ects e"a*led )or pu*licatio" +ill *e su*mitted to the service 2ueue% 4) "o"e o)
the selected pro3ects are e"a*led )or pu*licatio", you +ill "ot *e a*le to clic(
Publish Pro%ects%
& pro3ect +ill *e automatically su*mitted to the service 2ueue i) you cha"ge the
pro3ect *aseli"e, cale"dar, or data date% Pro3ects are also automatically su*mitted
to the 2ueue i) you select or clear the !alculate Activit : !omplete from
activit steps optio", or modi)y the de)ault price#u"it value )or assig"me"ts
+ithout activities )rom the Set Pro%ect Preferences dialog *o1 availa*le )rom
the Actions me"u the EPS page%
Manua!!y Pub!ishing P6 '!oba! (ata for 2eports
Per)orm the steps *elo+ to ma"ually pu*lish a"y o) the )ollo+i"g types o) glo*al
data to the reporti"g ta*les%
E"terprise Eata
E"terprise 7ummary Eata i"cludi"g port)olio data
0esource Ma"ageme"t Eata
7ecurity Eata
P6 +ill automatically pu*lish glo*al data/ ho+ever, you may +a"t to pu*lish the
data ma"ually i" special cases such as +he" ge"erati"g a" importa"t report at a
speci)ic time%
,o ma"ually pu*lish P6 glo*al data:
1. Clic( the A#minister me"u a"d select 4lobal Sche#ule# Services%
. 4" the 4lobal Sche#ule# Services dialog *o1:
a% 7elect a"y o) the )our glo*al services listed%
*% Clic( Run Service o" the 4lobal Sche#ule# Services
tool*ar% c% 4" the resulti"g message *o1, clic( ,1%
d% Clic( !lose%
*ips
4) the service listed u"der the ma"ually selected service is co")igured to ru"
After previous service, it +ill ru" automatically +he" the selected service
)i"ishes%
Cou must have the glo*al security privilege, Administer 'lo)al -cheduled
-ervices, to ru" a service )rom the 4lobal Sche#ule# Services dialog *o1%
36+
-"porting an0 E3porting (ata
-n *his &ection
&*out 4mporti"g a"d E1porti"g Eata %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F61
4mporti"g a"d E1porti"g Pro3ects %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F6
4mporti"g Pro3ects usi"g Primavera HM9 >ormat %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F69
4mporti"g Pro3ects usi"g Microso)t Pro3ect HM9 %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@!
4mporti"g &ctivities %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@1
Creati"g 4mport ,emplates )or 4mporti"g &ctivities %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@1
4mporti"g 9ocatio"s %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@
Creati"g 4mport ,emplates )or 4mporti"g 9ocatio"s %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@F
E1porti"g Pro3ects usi"g Primavera HM9 >ormat%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@F
E1porti"g Pro3ects usi"g Microso)t Pro3ect HM9%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@B
E1porti"g Pro3ects to E1cel%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@?
E1porti"g &ctivities to E1cel %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@?
E1porti"g 0is( Eata %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@6
E1porti"g a 9ist o) 0eports %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@6
About -"porting an0 E3porting (ata
4mport#E1port )eatures allo+ you to *ri"g data i"to P6 as +ell as e1port data to
other tools +he" "eeded%
A#ai!ab!e -"port ptions4
4mport Pro3ects )rom other P6 EPPM users or Microso)t Pro3ect
4mport &ctivities
4mport 0esources
4mport 9ocatio"s
4mport &ppoi"tme"ts as perso"al "o"5+or( e1ceptio" time )rom Microso)t
Outloo( a"d other applicatio"s that support the iCale"dar )ormat
A#ai!ab!e E3port ptions4
E1port Pro3ects
E1port &ctivities
E1port 0esources
E1port 0esource &llocatio" a"d Cost
E1port 0is(s
E1port Pro3ect Eata to a" E0P 7ystem
36-
P6 'PPM ser7s /ui&e
-"porting an0 E3porting Pro$ects
Cou ca" import a"d e1port pro3ects i" Primavera HM9 )ormat or Microso)t Pro3ect
HM9 )ormat% ,his )eature allo+s you to e1cha"ge data +ith P6 EPPM users at
other orga"iDatio"s, or +ith users o) Microso)t Pro3ect% Choose )rom the )ollo+i"g
optio"s:
'or3ing (ith Microsoft Pro4ect #/port -o" page F6A.
'or3ing (ith Microsoft Pro4ect !mport -o" page F66.
'or3ing (ith Primavera :M; Pro4ect #/port -o" page F6B.
'or3ing (ith Primavera :M; Pro4ect !mport -o" page F6.
Wor%ing with Pri"a#era GM? Pro$ect -"port
Use the Primavera HM9 )ormat to share speci)ic pro3ect data +ith users outside
your primary P6 "et+or(% ,his i"cludes P6 users at other orga"iDatio"s or P6
Pro)essio"al users% >or e1ample, i" order to share i"5house pro3ect data +ith a"
outside )irm, e1port the pro3ect to a Primavera HM9 )ile, se"d the data, a"d the
outside )irm ca" import it i"to their P6 e"viro"me"t%
8he" you import Primavera HM9 pro3ects, several co"sideratio"s apply:
Cou are "ot re2uired to have All +esources access% ,he import process
co"ti"ues eve" )or users +ithout )ull resource access%
Cou ca" import resources at or *elo+ your access level i" your resource
hierarchy%
,his i"cludes the a*ility to create "e+ resources at or *elo+ your level%
4) the import +ould result i" the creatio" o) resources a*ove your level i" the
resource hierarchy, it +ill "ot co"ti"ue% ,he e"tire import operatio" +ill *e
ca"celed%
4) the import +ould result i" the creatio" o) resources at or *elo+ your level i"
your resource hierarchy, a"d this "e+ data co")licts +ith e1isti"g resource data,
it +ill "ot co"ti"ue% >or e1ample, i) resource 4Es are i" co")lict%
,o preve"t the import process )rom attempti"g to create "e+ resources i" P6,
select the $o .ot Import optio" )or resources% ,his optio" +ill still match
e1isti"g resources a"d allo+ their assig"me"ts to *e imported a"d updated, *ut
it +ill "ot import "e+ resources%
Eve" +he" you have suJicie"t pro3ect security access, i) you do "ot have the
proper resource access, you +ill "ot *e a*le to assig" or modi)y a resource a*ove
your access level i" the resource hierarchy to a pro3ect to +hich the resource is
already assig"ed%
362
%mporting an& '>porting )ata
.ote: ,hese co"sideratio"s o"ly aJect Primavera HM9
imported data, "ot Microso)t Pro3ect import data%
*ab!e of Bey Pri"a#era GM? Pro$ect -"port E!e"ents
-te" (escription
.avigation: Gegi" *y "avigati"g to the EPS page% ,he", clic( the Actions
me"u a"d select Import3E2port a"d the" IM* Pro%ect Import3E2port%
Tpe an# "ile: O" the Import ta*, choose the Primavera AM,
import type a"d the" clic( +ro)se to select the )ile to import%
Import Action: 4) you decide to import the pro3ect as a "e+ pro3ect,
select !reate .e) Pro%ect a"d speci)y its desti"atio" level i" the
EP7 hierarchy% 4) you decide to update a" e1isti"g pro3ect +ith the
imported data, select -p#ate E2isting Pro%ect a"d speci)y the
e1isti"g pro3ect to update%
A#vance# ,ptions: Clic( A#vance# to e1pa"d the visi*le optio"s
allo+i"g you to ma(e precise determi"atio"s a*out ha"dli"g speci)ic
types o) imported data relative to e1isti"g data o) the same type%
O"ce the optio"s have *ee" e1pa"ded, you ca" retur" to the
collapsed optio"s *y clic(i"g the +asic *utto"%
363
P6 'PPM ser7s /ui&e
-te" (escription
Import Action: 4" this e1ample, the import operatio" +ill result
i" "e+ pro3ect codes a"d values%
Wor%ing with Pri"a#era GM? Pro$ect E3port
Use the Primavera HM9 )ormat to share speci)ic pro3ect data +ith users outside
your primary P6 "et+or(% ,his i"cludes P6 users at other orga"iDatio"s or P6
Pro)essio"al users% >or e1ample, i" order to share i"5house pro3ect data +ith a"
outside )irm, e1port the pro3ect to a Primavera HM9 )ile, se"d the data, a"d the
outside )irm ca" import it i"to their P6 e"viro"me"t%
8he" you e1port pro3ects i" the Primavera HM9 )ormat, the )ollo+i"g
co"sideratio" applies:
Eve" +he" you have suJicie"t pro3ect security access, i) you do "ot have the
proper resource access, you +ill "ot *e a*le to e1port pro3ects i" their e"tirety
+he" resources are a*ove your access level i" the resource hierarchy% ,he
e1port +ill "ot "ecessarily )ail, *ut data +ill *e limited si"ce some resources i"
the pro3ect +ill *e e1cluded%
364
*ab!e of Bey Pri"a#era GM? Pro$ect -"port E!e"ents
-te" (escription
.avigation: Gegi" *y "avigati"g to the EPS page% ,he", clic( the Actions
me"u a"d select Import3E2port a"d the" IM* Pro%ect Import3E2port%
Tpe an# Pro%ect: Choose the Primavera AM, e1port type a"d
the" speci)y the pro3ect to e1port% Clic( E2port%
,pen or Save "ile: Eecide i) you +ould li(e to ope" or save the
resulti"g HM9 )ile% 4) you choose ,pen, you +ill "eed a" applicatio"
associated +ith )iles o) type HM9 i" order to vie+ the output% 4) you
choose Save, you ca" speci)y a local or "et+or( locatio" to store the
e1ported pro3ect%
365
P6 'PPM ser7s /ui&e
Wor%ing with Microsoft Pro$ect -"port
Cou ca" import pro3ects )rom Microso)t Pro3ect usi"g the Microso)t Pro3ect HM9
)ormat%
*ab!e of Bey E!e"ents for Microsoft Pro$ect -"port
-te" (escription
.avigation: Gegi" *y "avigati"g to the EPS page i" the Pro3ects
sectio"% ,he", clic( the Actions me"u a"d select Import3E2port
a"d the" IM* Pro%ect Import3E2port%
366
-te" (escription
Tpe an# "ile: O" the Import ta*, choose the Microso&t Pro5ect
AM, import type a"d the" clic( +ro)se to select the )ile to import%
8he" you import )rom Microso)t Pro3ect, P6 +ill create a "e+
pro3ect/ you ca""ot update a" e1isti"g pro3ect% 4" additio", you must
speci)y the "e+ pro3ect's desti"atio" level i" the EP7 hierarchy%
Microsoft Pro%ect Mapping Template: Choose a" e1isti"g
template )rom the list, or modi)y o"e or create a "e+ template%
,hese templates store your pre)ere"ces )or ha"dli"g data
e1cha"ges *et+ee" P6 a"d Microso)t Pro3ect%
Mapping Template 4eneral #ata: E"ter a "ame )or your
template a"d ma(e other selectio"s% Co"ti"ue *y clic(i"g your
choice o) ta*s o" this dialog *o1%
Mapping Template Resource #ata: 7peci)y ho+ P6 should ha"dle
import data )or resources already i" P6% Cou ca" also select a" optio"
to create "e+ resources i" P6 +he" the import i"troduces e"tirely
"e+ resources%
Mapping Template !ustom "iel# Mapping #ata: Use this ta* to
map your orga"iDatio"'s user5de)i"ed )ields to Microso)t Pro3ect )ields%
Status: Chec( the status o) the imported pro3ect o" the Status ta* o) the
Import3E2port Pro%ect dialog *o1%
36"
P6 'PPM ser7s /ui&e
Wor%ing with Microsoft Pro$ect E3port
Cou ca" e1port pro3ects a"d activities to the Microso)t Pro3ect HM9 )ormat%
*ab!e of Bey E!e"ents for Microsoft Pro$ect E3port
-te" (escription
.avigation: Gegi" *y "avigati"g to the EPS page i" the Pro3ects
sectio"% ,he", clic( the Actions me"u a"d select Import3E2port
a"d the" IM* Pro%ect Import3E2port%
36(
-te" (escription
Tpe an# "ile: O" the E2port ta*, choose either the Microso&t Pro5ect AM,
7BBC or Microso&t Pro5ect AM, 7B0B e1port type a"d the" select a
pro3ect i" the E2port Pro%ect )ield%
Microsoft Pro%ect Mapping Template: Choose a" e1isti"g
template )rom the list, modi)y o"e, or create a "e+ template%
Mappi"g templates store your pre)ere"ces )or ha"dli"g data
e1cha"ged *et+ee" P6 a"d Microso)t Pro3ect%
Mapping Template 4eneral #ata: E"ter a "ame )or your
template a"d ma(e other selectio"s% Co"ti"ue *y clic(i"g your
choice o) ta*s o" this dialog *o1%
Mapping Template Activit #ata: 7peci)y the Microso)t Pro3ect
tas( )ield to receive the e1ported P6 &ctivity 4E%
Mapping Template !ustom "iel# Mapping #ata: Use this ta* to
map your orga"iDatio"'s user5de)i"ed )ields to Microso)t Pro3ect )ields%
"ile $o)nloa#: Use this dialog *o1 to ope" or save the e1ported
pro3ect i" HM9 )ormat%
-"porting Pro$ects using Pri"a#era GM? 5or"at
Cou ca" import pro3ects usi"g the Primavera HM9 )ormat a"d create or update a
pro3ect% ,o import pro3ects usi"g Primavera HM9 )ormat:
1. Clic( Pro%ects%
F. O" the EPS page, clic( the Actions me"u a"d select Import3E2port ,
IM* Pro%ect Import3E2port777%
B. 4" the Import3E2port Pro%ect dialog *o1, choose the Import ta*%
?. O" the Import ta*:
a% 4" the Import Tpe )ield, select Primavera
IM*% *% 4" the Import "ile )ield, clic(
+ro)se%
6. 4" the "ile -ploa# dialog *o1, select a )ile a"d clic( ,pen%
@. O" the Import ta*:
a% 7elect a" optio" )or Select Import Action%
4) you select !reate .e) Pro%ect, clic( Select Parent EPS a"d
select the
EP7 +here you +a"t to import the HM9
)ile%
4) you select -p#ate E2isting Pro%ect, clic( Select Pro%ect a"d
select the pro3ect +here you +a"t to import the HM9 )ile%
361
P6 'PPM ser7s /ui&e
*% Clic( Import%
*ips
Clic( the Status ta* to see the status o) the import% O" the Status ta*, you ca" also
delete the import%
-"porting Pro$ects using Microsoft Pro$ect GM?
Cou ca" import pro3ects usi"g the Microso)t Pro3ect HM9 )ormat to create a"d
ma"age them as "e+ pro3ects i" P6%
.ote: ,o import a pro3ect via HM9 usi"g P6 or P6 Pro)essio"al,
your user accou"t's 0esource &ccess )ield must *e set to All
+esources% ,his cha"ge ca" *e made temporarily a"d the"
restored o" the Users pa"e o" the User &ccess page%
,o import pro3ects usi"g the Microso)t Pro3ect HM9 )ormat:
1. Clic( Pro%ects%
B. 4" the Import3E2port Pro%ect dialog *o1, choose the Import ta*%
?. O" the Import ta*:
a% 4" the Import Tpe )ield, select Microsoft
Pro%ect IM*% *% 4" the Import "ile )ield, clic(
+ro)se%
6. 4" the "ile -ploa# dialog *o1, select a )ile a"d clic( ,pen%
@. O" the Import ta*:
a% 4" the Microsoft Pro%ect Template )ield, select a
template% *% 7elect a" optio" )or Select Import Action%
4) you select !reate .e) Pro%ect, clic( Select Parent EPS a"d
select the
EP7 +here you +a"t to import the HM9
)ile%
4) you select -p#ate E2isting Pro%ect, clic( Select Pro%ect a"d
choose the pro3ect you are updati"g% Clic( A#vance# to choose the
type o) data to i"clude i" the import%
c% Clic( Import%
*ips
Clic( the Status ta* to see the status o) the import% O" the Status ta*, you
ca" also delete the import%
3"+
-"porting Acti#ities
Cou ca" import "e+ activities i"to a P6 pro3ect )rom a Microso)t E1cel -%1ls.
)ile% ,o import activities:
methods:
+ith%
F. O" the Activities page, clic( the Actions me"u
a"d select Import3E2port
Import from E2cel%
B. 4" the Import Activities dialog *o1:
a% Clic( Import "ile a"d select a )ile )rom the dialog *o1%
*% Clic( Select Pro%ect a"d select a pro3ect )rom the dialog
*o1% c% Clic( Import%
-CtrlS7.%
*ips
,he import )ile must *e i" Microso)t E1cel -%1ls. )ormat%
Creating -"port *e"p!ates for -"porting Acti#ities
Create a Microso)t E1cel template to use +he" importi"g "e+ activities i"to a P6
pro3ect% ,o create import templates:
1. Clic( Pro%ects%
a% 7elect a" activity vie+ )rom the Activit 9ie) list a"d co")igure it to
i"clude the colum"s you +a"t i" the import template%
*% Clic( the Actions me"u a"d select Import3E2port !reate Import
Template%
B. 4" the "ile $o)nloa# dialog *o1, clic( ,pen to modi)y the template or clic(
Save to save a"d close it%
*ips
,he import template is created as a Microso)t E1cel )ile +ith the de)ault )ile "ame,
E9portDataTo-preadsheet%
3"-
P6 'PPM ser7s /ui&e
8he" you select colum"s )or your activity vie+, i"clude Activit I$ or Activit
.ame to e"sure that these )ields are added to the import )ile spreadsheet% ,hese
)ields are re2uired i" the spreadsheet to e"sure that activities added duri"g
import are u"i2uely ide"ti)ied i" your pro3ect +he" the import has completed%
4) a duplicate activity "ame e1ists, it +ill *e added agai" as a "e+ activity%
4" the import )ile, colum" order is irreleva"t a"d the data )ields you import are
"ot re2uired to match the colum"s i" your curre"t activity vie+% Eata )or import
is ide"ti)ied *y the i"ter"al "ames o) the data )ields i" the )irst ro+ o) the
spreadsheet%
,he import process +ill start at the )irst ta* o) the import )ile, regardless o)
the ta* "ame%
Gla"( ro+s are ig"ored%
,he import )ile co"tai"s t+o ro+s o) colum" headi"gs that match the colum"s
you previously selected to display i" the ta*le or Ga"tt chart% ,he )irst ro+ o)
headi"gs ide"ti)y the data to *e imported i"to each colum" o) your activity vie+%
Eo "ot cha"ge the co"te"t i" colum"s o) the )irst ro+% ,he seco"d ro+ co"tai"s
descriptive i")ormatio" that is "ot used *y the import process% Cou ca" modi)y
the co"te"t i" the seco"d ro+%
4) values are "ot provided )or ma"datory )ields, such as the date )ield, a de)ault
value +ill *e set a"d correspo"di"g data +ill *e imported%
&lthough the activity vie+ is limited to F! colum"s, you ca" add colum"s to
your spreadsheet to import more tha" F! )ields o) data%
&ll activity )ields e1cept )or "o"5edita*le )ields are availa*le )or import% E1amples
o) "o"5edita*le )ields i"clude: e1pe"ses, "ote*oo( topics, predecessors, resource
4Es, resource "ames, role 4Es, steps, a"d successors% <o"5edita*le colum"s
display a" asteris( -W.% Cou ca""ot import data )or these )ields% &t least o"e
edita*le )ield must *e provided i" a ro+ o) the import )ile )or a" activity to *e
imported%
4) a" E"terprise Eata )ield value does "ot e1ist )or a Glo*al &ctivity Code,
E"terprise Pro3ect 7tructure -EP7. &ctivity Code, Pro3ect &ctivity Code, Cale"dar,
Cost &ccou"t, or Primary 0esource, the assig"me"t +ill "ot *e added%
7ecure activity codes are "ot imported, eve" i) the colum" e1ists i" the
spreadsheet%
Euratio"s +ith a**reviatio"s that match the a**reviatio"s set o" the Time
Perio#s
page o) the Application Settings page are imported%
-"porting ?ocations
Cou ca" import "e+ locatio"s i"to P6 )rom a Microso)t E1cel -%1ls.
)ile% ,o import locatio"s:
. 4" the Enterprise $ata pa"e, e1pa"d 4lobal a"d clic( *ocations%
F. O" the *ocations page, clic( Import%
B. 4" the Import *ocations dialog *o1:
a% Clic( Import "ile a"d select a )ile )rom the dialog
*o1%
3"2
*% Clic( Import%
?. 4" the import co")irmatio" message *o1, clic( ,1%
.otes:
Clic( !reate Import Template to do+"load a
template )ile ready )or you to populate +ith data%
4"put lo"gitude a"d latitude i" the )ormat that is appropriate
)or your geolocatio" service% ,he de)ault )ormat )or lo"gitude
a"d latitude is decimal degrees% Co"tact your P6
admi"istrator )or )urther details%
7elect a cou"try +he" locati"g usi"g lo"gitude a"d latitude
to improve results%
Creating -"port *e"p!ates for -"porting ?ocations
Create a Microso)t E1cel template to use +he" importi"g locatio"
data% ,o create a" import template:
. 4" the Enterprise $ata pa"e, e1pa"d 4lobal a"d clic( *ocations%
F. O" the *ocations page, clic( !reate Import Template%
B. 4" the "ile $o)nloa# dialog *o1, clic( ,pen to modi)y the template or clic(
Save to save it%
*ips
,he import template is created as a Microso)t E1cel )ile +ith the de)ault )ile "ame,
E9portDataTo-preadsheet%
,he top t+o ro+s o) the spreadsheet are re2uired +he" importi"g data locatio"s
)rom a spreadsheet% Eo "ot cha"ge the data i" these ro+s%
E3porting Pro$ects using Pri"a#era GM? 5or"at
Cou ca" e1port pro3ects to locatio"s outside P6 usi"g the Primavera HM9 )ormat to
share pro3ect i")ormatio" *et+ee" Pro3ect Ma"ageme"t data*ases%
,o e1port pro3ects usi"g Primavera HM9 )ormat:
1. Clic( Pro%ects%
B. 4" the IM* Pro%ect Import3E2port dialog *o1, clic( the E2port ta*%
3"3
P6 'PPM ser7s /ui&e
?. O" the E2port ta*:
a% 4" the E2port Tpe )ield, select Primavera IM*%
*% 4" the E2port Pro%ect )ield, clic( Select Pro%ect a"d select a pro3ect
c% Clic( E2port%
*ips
Clic( the Status ta* to see the status o) the e1port% O" the 7tatus ta*, you ca"
delete the e1port%
E3porting Pro$ects using Microsoft Pro$ect GM?
Cou ca" e1port pro3ects to locatio"s outside o) P6 usi"g the Microso)t HM9
)ormat to share i")ormatio" +ith Microso)t Pro3ect%
,o e1port pro3ects usi"g Microso)t Pro3ect HM9 )ormat:
1. Clic( Pro%ects%
B. 4" the IM* Pro%ect Import3E2port dialog *o1, clic( the E2port ta*%
?. O" the E2port ta*:
a% 4" the E2port Tpe )ield, select Microsoft Pro%ect IM* @AAJ or Microsoft
Pro%ect IM*
@A8A
%
*% 4" the Microsoft Pro%ect Template )ield, select a template%
c% 4" the E2port Pro%ect )ield, clic( Select Pro%ect a"d select a pro3ect
d% Clic( E2port%
*ips
Clic( the Status ta* to see the status o) the e1port% O" the 7tatus ta*, you ca"
delete the e1port%
Configuring Microsoft Pro$ect *e"p!ates
Co")igure Microso)t Pro3ect templates to de)i"e data e1cha"ge optio"s )or
*oth e1porti"g to a"d importi"g )rom Microso)t Pro3ect%
,o co")igure Microso)t Pro3ect templates:
1. Clic( Pro%ects%
3"4
B. 4" the IM* Pro%ect Import3E2port dialog *o1, clic( the Import or E2port ta*%
?. O" the Import or E2port ta*:
a% 7elect Microsoft Pro%ect IM* )rom the Import or E2port
Tpe list% *% 7elect a template )rom the Microsoft Pro%ect
Template list%
c% Clic( MSP Import Template ,ptions or MSP E2port Template
,ptions%
6. 4" the Mo#if Template dialog *o1:
a% Co")igure the lists, optio"s, a"d )ields o" each
ta*% *% Clic( Save%
*ips
,he area you select )rom the Select Sub%ect Area list o" the !ustom "iel#
Mapping ta* determi"es +hat appears i" the Pro%ect Management a"d
Microsoft Pro%ect "iel#s%
E3porting Pro$ects to E3ce!
Cou ca" e1port the list o) pro3ects i" your pro3ect vie+ to a Microso)t E1cel
-%1ls. )ile% ,o e1port pro3ects:
1. Clic( Pro%ects%
F. O" the EPS page:
a% 7elect a pro3ect vie+ )rom the EPS 9ie) list%
*% Co")igure the EP7 vie+ to determi"e +hat data are e1ported%
c% Clic( the Actions me"u a"d select Import3E2port E2port to E2cel%
B. 4" the "ile $o)nloa# dialog *o1, clic( ,pen to ope" the E1cel spreadsheet or
Save to save the )ile to your computer%
*ips
&ll data, e1cept groupi"g ro+ i")ormatio", are e1ported as they appear i" the
curre"t pro3ect vie+%
E3porting Acti#ities to E3ce!
Cou ca" e1port activity data to a Microso)t E1cel -%1ls.
)ile% ,o e1port activities:
methods:
+ith%
3"5
P6 'PPM ser7s /ui&e
a% 7elect a vie+ )rom the Activit 9ie) list%
*% Co")igure the activity vie+ to determi"e +hat data are e1ported%
c% Clic( the Actions me"u a"d select Import3E2port E2port to E2cel%
B. 4" the "ile $o)nloa# dialog *o1, clic( ,pen to ope" the E1cel spreadsheet or
Save to save the )ile to your computer%
*ips
&ll data, e1cept groupi"g ro+ i")ormatio", are e1ported as they appear i" the
curre"t activity vie+%
E3porting 2is% (ata
0is( data ca" *e saved to a" E1cel spreadsheet -W%1ls.% &ll data is e1ported as it
appears i" the curre"t vie+% CustomiDe the ro+s to display o"ly the data you +a"t to
e1port%
,o e1port ris( data:
1. Clic( Pro%ects%
F. O" the Ris's page, customiDe the ta*le usi"g the customiDe )eatures% ,he
)ields that are visi*le o" the page are the )ields that are e1ported to the E1cel
spreadsheet%
Clic( Select !olumns to select the colum"s you +a"t displayed
i" the spreadsheet%
Clic( "ilter + to )ilter the data *y a" e1isti"g )ilter, or create a "e+
)ilter to customiDe your vie+%
B. Clic( E2port to E2cel%
8he" prompted, select +hether you +a"t to ope" or save the e1port )ile%
E3porting a ?ist of 2eports
Per)orm these steps to save a customiDed list o) availa*le reports to a Microso)t
E1cel spreadsheet -W%1ls.%
&ll data is e1ported as it appears i" the curre"t
vie+% ,o e1port a list o) reports:
1. Clic( Reports%
3"6
3""
a% Clic( 9ie) a"d select Sche#ules or Reports%
*% Modi)y the ta*le to vie+ o"ly the list o) reports you +a"t to e1port%
E1pa"d or collapse group headi"gs%
Clic( !olumns% Choose a"y additio"al colum"s you +ould li(e to
display i" the spreadsheet% & chec( mar( i"dicates the colum" is
selected% Cou ca" also remove colum"s *y clic(i"g o" a colum" "ame
+ith a chec( mar(%
c% Clic( E2port to E2cel%
8he" prompted, choose +hether you +a"t to ope" or save the e1port )ile%
3"1
-ntro0ucing P6 Progress 2eporter
P6 Progress 0eporter provides real5time commu"icatio" capa*ilities *et+ee"
resources +ho per)orm pro3ect tas(s a"d pro3ect ma"agers or team leaders +ho
use P6 EPPM to pla" a"d ma"age pro3ects%
,eam mem*ers +or(i"g at diverse locatio"s ca" co""ect directly to the pro3ect
data*ase via local or +ide area "et+or(s to report time o" their activities a"d se"d
related i")ormatio"% Pro3ect ma"agers ca" i"corporate this data )rom resources i"to
the pro3ect update cycle, relyi"g o" reported actuals a"d activity status i")ormatio"
to update the pro3ect a"d ma(e i")ormed decisio"s% &ctivity )eed*ac( )eatures a"d
timesheet "otes )acilitate commu"icatio"%
*ips
,o re)resh data at a"y time, choose ;ie+, 0e)resh Eata, or press >?%
-n *his &ection
8hat Ca" 4 Eo +ith P6 Progress 0eporterR %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@9
8or(i"g i" ,imesheet ;ie+ %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F@9
8or(i"g +ith &ctivities%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% FA6
What Can - (o with P6 Progress 2eporterH
Pro3ect team mem*ers ca" use P6 Progress 0eporter to
report +or( time )or assig"ed activities
vie+ a"d update activity assig"me"ts a"d activity details
vie+ activity "ote*oo(s a"d +or( products a"d docume"ts
se"d a"d receive "otes a*out activities a"d timesheets
Wor%ing in *i"esheet @iew
#er#iew of *i"esheet @iew
Cou ca" ope" a"d vie+ a timesheet a"d report actual +or( time i) a" admi"istrator
or pro3ect ma"ager has desig"ated you as a timesheet user%
4) you have "ot *ee" desig"ated as a timesheet user, the ,imesheet vie+ is "ot
availa*le to you% Eepe"di"g o" the +ay your orga"iDatio" trac(s actual +or(, you
might *e re2uired to report actual +or( time o" the &ctivity Eetails 0esources ta*%
P6 'PPM ser7s /ui&e
To #ispla the Timesheet vie), choose ;ie+, ,imesheets ->1. or i" the
tool*ar, clic( % ,he admi"istrator or pro3ect ma"ager ca" set pre)ere"ces that
determi"e
8hether you record time o" a daily *asis or *y reporti"g period, )or e1ample,
report actual total hours )or a t+o5+ee( period
,he "um*er o) )uture timesheets you ca" access
4) you have permissio" to record hours i" u"usual circumsta"ces, )or e1ample,
o" a timesheet +ith a )uture date, or )or <ot 7tarted or Completed activities
4) you are re2uired to su*mit timesheets )or approval
8hether you have vie+5o"ly access to activities that are i"active
4) a" activity *elo"gs to a" i"active pro3ect or 8G7, its status ico" is slightly
shaded% >or e1ample, i) you are the primary resource )or a" i"active <ot 7tarted
activity, the ico" appears as % 4) you do have the capa*ility to vie+ i"active
activities, you +ill *e a*le to vie+ o"ly those i"active activities that +ere added
to a timesheet +he" they +ere active% &ll timesheet total values -colum", ro+,
a"d gra"d total. i"clude i"active activities%
To customi6e the Timesheet vie), you ca"
Choose the activity data colum"s you +a"t to see%
0esiDe a"d sort the colum"s%
&d3ust the +idth o) the activity data a"d time reporti"g sectio"s%
Choose the timesheet cell colors%
Choose to display tool tips )or time reporti"g cells, these tips are use)ul )or
ide"ti)yi"g cell la*els +he" usi"g a scree" mag"i)ier%
pening a *i"esheet
1. 4" ,imesheet vie+, choose >ile, Ope" ,imesheet -CtrlSO. or i" the tool*ar, clic(
%
. 7elect the timesheet you +a"t to ope"% Gy de)ault, the timesheet )or the
curre"t period is selected%
.ote: 4) "o timesheets are listed, "o"e have *ee" ge"erated
)or you% Co"tact your P6 admi"istrator or pro3ect ma"ager )or
assista"ce%
F. 4) you are ope"i"g a timesheet )or the )irst time, select o"e o) the )ollo+i"g
optio"s:
Automaticall a## current activities to timesheet
,his optio" adds all activities you are scheduled to +or( o" duri"g the timesheet
date ra"ge%
4) you +a"t to add activities scheduled duri"g the timesheet period, *ut )or +hich
you have completed your +or( -a" &ctual >i"ish e1ists )or your assig"me"t.,
choose the
&dd completed resource assig"me"ts optio"%
Manuall a## activities to timesheet
3(+
%ntro&ucing P6 Progress Reporter
Use this optio" to select )rom a list o) your activity assig"me"ts%
!op activities from previous timesheet
,his optio" automatically copies all activities i"cluded i" the previous timesheet
listed% ,his optio" is "ot availa*le i) the previous timesheet is <ot 7tarted%
4) you +a"t to copy activities scheduled duri"g the timesheet period, *ut )or
+hich you have completed your +or( -a" &ctual >i"ish e1ists )or your
assig"me"t., choose the Copy completed resource assig"me"ts optio"% &"
admi"istrative setti"g determi"es +hether you are allo+ed to report actual
hours )or completed assig"me"ts or activities%
,o add your curre"tly scheduled activities to the "e+ timesheet, mar( the
&dd curre"t activities chec(*o1%
.ote: 4) a pro3ect's status has cha"ged )rom active si"ce the
last timesheet, activities )or that pro3ect +ill "ot *e copied
)rom the previous timesheet%
B. 4) you chose the Ma"ually add activities optio", the &dd &ctivity +i"do+ ope"s%
7elect o"e or more activities, choose &dd -&ltS&., the" Close -&ltSC.%
Na#igating in a *i"esheet
To move across table cells, press ,a* or the &rro+ (eys%
To move up or #o)n in a table, press the up or do+" arro+ (eys%
To clear #ata in a cell, press the space*ar%
To navigate out of a table to other eleme"ts i" the +i"do+, press CtrlS,a*%
To sort a table, *ased o" a speci)ic colum", ,a* or &rro+ to the colum", the" press
CtrlS&ltS& )or asce"di"g order or CtrlS&ltSE )ro desce"di"g order%
To move focus to the 5rst activit #ata cell of the first ro), press CtrlS1%
To move focus to the activit #etail tabs, i) displayed, press CtrlS%
To select the ne2t activit in the timesheet, press CtrlS'% ,o select the previous
activity, press CtrlS[% ,hese shortcuts are particularly use)ul +he" the curre"t )ocus
is i" the &ctivity Eetails, si"ce it e"a*les you to scroll through activities i" the
timesheet as you revie+ detail i")ormatio" across various ta*s%
To move focus to the title bar, or timesheet header, press CtrlS6% ,his
shortcut is particularly use)ul +he" your curre"t )ocus is o" details )or a speci)ic
activity a"d you +a"t to "avigate to the time reporti"g cells to record actuals )or
that activity% Usi"g CtrlS1 +ould cha"ge your activity selectio" to the )irst
activity, +hile usi"g CtrlS6 mai"tai"s your selectio" a"d you ca" the" use
CtrlS,a* to place )ocus i" the time reporti"g cells%%
3(-
P6 'PPM ser7s /ui&e
Accessibilit Tip: ,o display tool tips )or timesheet reporti"g cells, choose >ile,
User Pre)ere"ces -&ltS>SU.% O" the &ccessi*ility ta*, mar( the Eisplay tool tips
chec(*o1 a"d choose O[% 8he" usi"g a scree" mag"i)ier, these tool tips aid ta*le
cell ide"ti)icatio"%
To change the si6e o) the activity data or time reporti"g sectio"s o) the
spreadsheet, press >A, the" press arro+ (eys to resiDe% Press >6 to e1it siDi"g%
A00ing Acti#ities to a *i"esheet
1. ,o add a )or' activit, choose &ctio", &dd &ctivity -&ltS&S&. or i" the tool*ar,
clic(
%
.ote: Cou ca" also press the 4"sert (ey to add a" activity%
6o+ever, i) you are usi"g a scree" reader, 4"sert is "ot
supported )or this actio"%
,o add a" overhea# activit, choose &ctio", &dd Overhead &ctivity -&ltS&SO.
or i" the tool*ar, clic( %
. 7elect o"e or more activities, the" choose &dd -&ltS&.%
.ote: Ge)ore selecti"g activities, choose ;ie+, 0e)resh Eata
->?. to *e certai" the activity list you choose )rom is up to date
F. 8he" )i"ished, Close -&ltSC. the +i"do+%
,he &dd &ctivity +i"do+ lists all o) your 4" Progress activities% >or <ot 7tarted a"d
Completed activities, the list i"cludes activities that )all +ithi" the time ra"ge
speci)ied i" your user pre)ere"ces%
Assigning :ourse!f to an Acti#ity
1. O" the tool*ar choose -4"sert.%
. 7elect the pro3ect you +a"t to assig" yoursel) to%
,o 2uic(ly )i"d a pro3ect, you ca" search )or it *ased o" a"y o) the listed )ields:
4E, "ame, or respo"si*le ma"ager% 7ee &earching for $ata -o" page FA?.%
.ote: & pro3ect5level setti"g determi"es +hether a pro3ect is
listed so you ca" assig" yoursel) to its activities% 4) you "eed to
assig" yoursel) to a pro3ect that is "ot listed, co"tact your
pro3ect ma"ager or P6 admi"istrator%
F. 4" the 7earch )or &ctivities sectio", choose o"e o) the )ollo+i"g optio"s, the"
speci)y your search criteria a"d choose 7earch -&ltS7.%
3(2
Activities Assigne# to Parent Resource 5 )or the pro3ect you selected, lists all
activities o) the resource hierarchy eleme"t to +hich you are assig"ed i" the
pro3ect ma"ageme"t data*ase% ,he pare"t resource is ge"erally the larger
departme"t or orga"iDatio" )or +hich you +or(% >or e1ample, a salesperso"
might *e assig"ed to a" eleme"t o) the resource hierarchy called 0egio" 1 7ales%
4" this case, search +ould retur" all activities assig"ed to 0egio" 1 7ales%
Activit I$ 5 retur"s the list o) activities that meet the criteria you e"ter i" the
7earch e"try )ield%
.ote: Cou ca" use the asteris( -W. a"d perce"t sym*ol -I.
+ildcard characters i" the search criteria% >or e1ample, to )i"d
all activities that *egi" +ith &G, type &GW or &GI% 4) you type
o"ly a +ildcard character, the search )i"ds all activities i" the
pro3ect%
B. >rom the search results, select the activities you +a"t to assig", usi"g CtrlSClic(
or
7hi)tSClic( to select multiple activities%
,o 2uic(ly )i"d a" activity, you ca" search )or it *ased o" a"y o) the listed
)ields: 4E, "ame, or primary resource%
?. Choose &ssig" -&ltS&.% Or, i) you curre"tly have a timesheet ope", you ca"
assig" yoursel) to the activity a"d automatically add it to the ope" timesheet *y
choosi"g &ssig" a"d &dd%
6. Clic( Close -&ltSC.%
2e"o#ing Acti#ities fro" a *i"esheet
1. ,o remove a" activity, select it i" the timesheet, the" choose &ctio", 0emove
&ctivity
-Eelete. or i" the tool*ar, clic( %
.ote: Cou ca" also press the Eelete (ey to remove the
curre"tly selected activity%
. ,o co")irm, choose Ces%
2ecor0ing Actua! Wor% *i"e on a *i"esheet
Accessibilit Tip: ,o display tool tips )or timesheet reporti"g cells, choose >ile,
User Pre)ere"ces -&ltS>SU.% O" the &ccessi*ility ta*, mar( the Eisplay tool tips
chec(*o1 a"d choose O[% 8he" usi"g a scree" mag"i)ier, these tool tips aid ta*le
cell ide"ti)icatio"%
1. If our timesheet uses #ail reporting format, select the cell that
correspo"ds to the activity a"d date )or +hich you +a"t to e"ter time%
If our timesheet uses perio# reporting format, select the &ctual
6ours cell that correspo"ds to the activity )or +hich you +a"t to e"ter
time%
. ,ype the "um*er o) regular hours you +or(ed o" the activity% ,he ma1imum
allo+a*le value is 1!!,!!! hours%
3(3
P6 'PPM ser7s /ui&e
,o record overtime )or a" activity, type a slash a)ter the "um*er o) regular hours,
the" type the "um*er o) overtime hours% >or e1ample, to e"ter eight regular a"d
three overtime hours, type A#F%
.ote: &" admi"istrative setti"g determi"es +hether you have
the capa*ility to log overtime hours%
,o clear a cell value, press the space*ar or Eelete%
4) you )i"ish a" assig"me"t, you ca" report your +or( as completed o" the &ctivity
Eetails 0esources ta*% 7ee Reporting a Complete" Assignment -o" page F91.
)or more i")ormatio"%
A00ing or @iewing *i"esheet Notes
1. Choose ;ie+, ,imesheet <otes -&ltS;S<. or i" the tool*ar, clic( %
.ote: 8he" there are e1isti"g <otes )or a timesheet, the
ico" is yello+/ it is +hite +he" there are "o "otes
associated +ith the timesheet%
. ,ype i" the <e+ <otes sectio", the" choose &dd -&ltS&.% ,he most rece"tly
added "otes display at the top o) the <otes 6istory sectio"%
F. 8he" )i"ished, choose Close -&ltSC.%
&ub"itting a *i"esheet
& P6 admi"istrator or pro3ect ma"ager speci)ies setti"gs that determi"e +hether you
are re2uired to su*mit timesheets )or approval% 4) your timesheets are set )or auto5
su*missio", the 7u*mit curre"t timesheet )eature +ill *e u"availa*le%
O"ce you su*mit a timesheet, you +ill "ot *e a*le to cha"ge it u"less it is re3ected
*y your time approval ma"ager% 4) a timesheet is re3ected, you +ill receive a
"oti)icatio" i" P6 Progress 0eporter to correct a"d resu*mit the timesheet%
,o su*mit a timesheet, choose >ile, 7u*mit ,imesheet -CtrlS7. or o" the tool*ar,
clic(
% Choose Ces to co")irm%
&a#ing or Printing a *i"esheet
Cou ca" e1port the co"te"ts o) a" ope" timesheet to a" 6,M9 )ile that you ca" save
or pri"t usi"g the )eatures o) your *ro+ser%
To save or print a timesheet, choose &ctio", Ge"erate 0eport -CtrlSP.%
4) a timesheet i"cludes a large "um*er o) activity data colum"s, *e)ore the report
)ile displays, you are prompted to i"clude o"ly the )irst )ive colum"s i" the report
to e"sure that it )its +ithi" the margi"s o) a pri"ted page% &ll time reporti"g
colum"s are al+ays i"cluded i" a timesheet report%
3(4
C!osing a *i"esheet
Choose >ile, Close ,imesheet -&ltS>SC.%
@iewing :our Pro$ect ?ist an0 Pro$ect Web &ites
4" the &ctivities a"d the ,imesheet vie+s, you ca" display a list o) the pro3ects
you are curre"tly assig"ed to +or( o"%
1. O" the tool*ar, clic( -&ltS;SP.%
,o 2uic(ly )i"d a speci)ic pro3ect, you ca" search -CtrlS>. *ased o" the )ield, or
colum", that curre"tly has )ocus i" the Pro3ects +i"do+% 7ee &earching for
$ata -o" page FA?.%
. ,o lau"ch a pro3ect's 8e* site, i) availa*le, select the pro3ect, the" choose 9au"ch
-&ltS9.%
*o sort the pro$ects !ist
mouse 5 Clic( the title o) the colum" you +a"t to sort *y% Clic( agai" to cha"ge the
sort order%
'eboar# 5 ,a* or arro+ to a cell i" the sort colum"% ,o sort i" asce"di"g order,
Press
CtrlS&ltS&, or )or desce"di"g sort, press CtrlS&ltSE%
&earching for (ata
8ithi" a"y P6 Progress 0eporter pages or +i"do+s that prese"t data i" a ro+ a"d
colum" )ormat, you ca" search )or speci)ic items, *ased o" a data )ield you select%
>or e1ample, i" the Ope" ,imesheet +i"do+, you ca" search )or a timesheet *ased
o" 7tart Eate or 7tatus%
1. 4" a"y ro+, place )ocus i" the colum" that correspo"ds to the )ield you
+a"t to search o"%
. Press CtrlS>%
F. 7peci)y the search criteria, the" choose >i"d <e1t -&ltS<.%
,he )irst result is highlighted i" the list% Pressi"g >i"d <e1t -&ltS<. cycles through
the results, retur"i"g to the *egi""i"g a)ter you have reached the last result%
3(5
P6 'PPM ser7s /ui&e
Wor%ing with Acti#ities
(isp!aying a ?ist of :our Acti#ities
4" the &ctivities vie+, you ca" list the activities you are assig"ed to +or( o", alo"g
+ith *asic details i" a ta*le )ormat% Cou ca" )ilter a"d sort the list a"d customiDe the
data colum"s that appear% Cou ca" also search )or activities *ased o" a"y o) the
detail )ields curre"tly displayed i" the colum"s% 7ee &earching for $ata -o" page
FA?. )or additio"al i")ormatio"%
To #ispla the Activities vie), choose ;ie+, &ctivities ->11. or i" the tool*ar, clic(
%
.ote: 4) you are "ot desig"ated as a timesheet user, the
&ctivities vie+ is the o"ly vie+ availa*le to you, so it is
displayed +he" you log i"% 4" this case, the optio" is "ot
availa*le i" the ;ie+ me"u or o" the tool*ar
4" the &ctivities vie+, you ca" also assig" yoursel) to activities a"d display additio"al
details )or a"y activity you select% 4) you are the primary resource o" a" activity, you
ca" edit certai" details%
5i!tering an0 &orting the Acti#ity ?ist
U"less you apply a )ilter, the &ctivities vie+ lists all activities assig"ed to you% Cou
ca" )ilter the vie+ *ased o" activity status%
To 5lter the activit list& select a" activity% 0ight5clic( a"d choose >ilter Gy
-&ltS;S>. a"d o"e o) the )ollo+i"g optio"s%
&ll &ctivities -&ltS;S>S&.
Completed &ctivities -&ltS;S>SC.
4" Progress#<ot 7tarted &ctivities -&ltS;S>SP.
Eisplay o) these activities is also )iltered *ased o" a time)rame you speci)y i" User
Pre)ere"ces%
Milesto"es -&ltS;S>SM.
4" 0evie+#0e3ected &ctivities -&ltS;S>S0.
,here are t+o circumsta"ces i" +hich a" activity's status ca" *e 4" 0evie+%
&" activity's status is 4" 0evie+ +he" the primary resource applies a" &ctual
>i"ish to the activity, *ut the >i"ish has "ot yet *ee" co")irmed *y the perso"
respo"si*le )or approvi"g status% &" activity's status is also 4" 0evie+ i) the
pro3ect is set up to allo+ resources to cha"ge the status o) their assig"me"ts to
Completed, *ut status revie+ is re2uired *e)ore a" &ctual >i"ish is applied to the
activity% 4" this case, o"ce all resources assig"ed to the activity have cha"ged
their assig"me"t status to Completed a"d &pply &ctuals is ru", the activity is
placed 4" 0evie+%
& 0e3ected activity is o"e that had *ee" 4" 0evie+, *ut the >i"ish status has
*ee" re3ected *y the perso" respo"si*le )or approvi"g it%
3(6
.ote: & pro3ect5level pre)ere"ce determi"es +hether you
have vie+5o"ly access to i"active activities% 4) a" activity
*elo"gs to a" i"active pro3ect or 8G7, its status ico" is slightly
shaded% >or e1ample, i) you are the primary resource )or a"
i"active <ot 7tarted activity, the ico" appears as %
Ge"eath the tool*ar, a title *ar ide"ti)ies the curre"t )ilter% ,his title *ar also
displays the time)rame used to )ilter the display o) <ot 7tarted a"d Completed
activities, +hich you ca" speci)y as a user pre)ere"ce%
To 5lter .ot Starte# an# !omplete#
activities
1. Choose >ile, User Pre)ere"ces
-&ltS>SU.%
. Choose the ,ime)rame
ta*%
F. >or each activity status type, speci)y a "um*er that de)i"es the *ou"daries o)
the time)rame relative to the curre"t date% >or e1ample, 9! de)i"es a time)rame
9! days *e)ore a"d 9! days a)ter today%
<ot 7tarted activities +ith a pla""ed start or pla""ed )i"ish +ithi" the time)rame
a"d
Completed activities +ith a" actual )i"ish i" the time)rame +ill *e displayed%
To sort the
activit list
Mouse 5 Clic( the title o) the colum" you +a"t to sort *y% Clic( agai" to cha"ge the
sort order%
1eboar# 5 ,a* or arro+ to a cell i" the sort colum"% ,o sort i" asce"di"g order,
Press
CtrlS&ltS Up &rro+, or )or desce"di"g sort, press CtrlS&ltSEo+"
&rro+%
&e!ecting Acti#ity (ata Co!u"ns
,o select activity data colum"s:
1. 8ith )ocus i" a" activity data cell, i" the tool*ar, clic( -7hi)tS>1!S9.%
. ,o add o"e or more colum"s, choose them i" the &vaila*le Colum"s list, the"
choose
->6.% ,o add all availa*le colum"s, choose %
,o remove o"e or more colum"s, choose them i" the 7elected Colum"s list,
the" choose ->6.% ,o remove all selected colum"s, choose %
1eboar# Tip: ,o add all colum"s, place )ocus i" the &vaila*le Colum"s list
or, to remove all colum"s, place )ocus i" the 7elected Colum"s list% ,he",
press &ltS>6%
F. ,o speci)y the positio" i" +hich a colum" appears, choose it i" the 7elected
Colum"s list, the" choose ->@. or -&ltS>@. to cha"ge its positio"%
B. ,o previe+ your colum" selectio"s +ithout closi"g the Colum"s +i"do+, choose
&pply -&ltS&.%
?. ,o retur" to the sta"dard colum" selectio"s, choose Ee)ault -&ltSE.%
6. 8he" )i"ished, choose O[ -&ltSO.%
3("
P6 'PPM ser7s /ui&e
&a#ing or Printing :our Acti#ity ?ist
Cou ca" e1port the co"te"ts o) your activity list to a" 6,M9 )ile that you ca" save or
pri"t usi"g the )eatures o) your *ro+ser%
To save or print an activit list, choose &ctio", Ge"erate 0eport -CtrlSP.%
Assigning :ourse!f to an Acti#ity
1. O" the tool*ar choose -4"sert.%
. 7elect the pro3ect you +a"t to assig" yoursel) to%
,o 2uic(ly )i"d a pro3ect, you ca" search )or it *ased o" a"y o) the listed )ields:
4E, "ame, or respo"si*le ma"ager% 7ee &earching for $ata -o" page FA?.%
.ote: & pro3ect5level setti"g determi"es +hether a pro3ect is
listed so you ca" assig" yoursel) to its activities% 4) you "eed to
assig" yoursel) to a pro3ect that is "ot listed, co"tact your
pro3ect ma"ager or P6 admi"istrator%
F. 4" the 7earch )or &ctivities sectio", choose o"e o) the )ollo+i"g optio"s, the"
speci)y your search criteria a"d choose 7earch -&ltS7.%
Activities Assigne# to Parent Resource 5 )or the pro3ect you selected, lists all
activities o) the resource hierarchy eleme"t to +hich you are assig"ed i" the
pro3ect ma"ageme"t data*ase% ,he pare"t resource is ge"erally the larger
departme"t or orga"iDatio" )or +hich you +or(% >or e1ample, a salesperso"
might *e assig"ed to a" eleme"t o) the resource hierarchy called 0egio" 1 7ales%
4" this case, search +ould retur" all activities assig"ed to 0egio" 1 7ales%
Activit I$ 5 retur"s the list o) activities that meet the criteria you e"ter i" the
7earch e"try )ield%
.ote: Cou ca" use the asteris( -W. a"d perce"t sym*ol -I.
+ildcard characters i" the search criteria% >or e1ample, to )i"d
all activities that *egi" +ith &G, type &GW or &GI% 4) you type
o"ly a +ildcard character, the search )i"ds all activities i" the
pro3ect%
B. >rom the search results, select the activities you +a"t to assig", usi"g CtrlSClic(
or
7hi)tSClic( to select multiple activities%
,o 2uic(ly )i"d a" activity, you ca" search )or it *ased o" a"y o) the listed
)ields: 4E, "ame, or primary resource%
?. Choose &ssig" -&ltS&.% Or, i) you curre"tly have a timesheet ope", you ca"
assig" yoursel) to the activity a"d automatically add it to the ope" timesheet *y
choosi"g &ssig" a"d &dd%
6. Clic( Close -&ltSC.%
3((
@iewing Acti#ity (etai!s
Cou ca" display details )or a"y activity you select i" the &ctivities vie+%
To sho) or hi#e Activit $etails, o" the tool*ar choose -7hi)tS>1!SEo+"
&rro+S E"ter or space.%
&ctivity Eetails are displayed o" si1 ta*s that i"clude i")ormatio" such as start a"d
)i"ish dates, )eed*ac( )rom the pro3ect ma"ager, resource i")ormatio", "ote*oo(s,
step details, predecessor#successor i")ormatio", a"d +or( product a"d docume"t
details%
1eboar# Tips: ,o "avigate amo"g the &ctivity Eetail ta*s, place )ocus o" the ta*
"ame, the" press the right or le)t arro+% ,o "avigate amo"g eleme"ts +ithi" a ta*,
press ,a*% ,o activate a" eleme"t, such as a *utto", or choose a radio *utto" or
chec(*o1 optio", press the space*ar% O[ V &ltSO% Ca"cel V &ltSC%
8ith )ocus i" the detail ta*s, you ca" press CtrlS' a"d CtrlS[ to scroll
through the activities i" your activity list so you ca" more easily revie+
details )or a "um*er o) activities% CtrlS' selects the previous activity/ CtrlS[
selects the "e1t activity%
2eporting Actua! Wor% *i"e without a *i"esheet
4) you are "ot re2uired to use timesheets to report actual +or( time )or your
activities, you ca" report +or( time o" the &ctivity Eetails 0esources ta*% 8hether
you are or are "ot re2uired to use a timesheet to report actual +or( time, you ca"
use the &ctivity Eetails 0esources ta* to i"dicate that you have completed a"
activity assig"me"t%
4) you are the primary resource )or a" activity, you ca" also report actuals )or
"o"la*or a"d material resources o" this ta*%
.ote: Cou ca" also report estimates o) remai"i"g +or( o" the &ctivity Eetails
0esources ta*% 7ee Reporting Remaining 'or3 #stimates -o" page F9!. )or
additio"al i")ormatio"%
1. 7elect the activity i" the &ctivities vie+ or ope" timesheet%
. O" the tool*ar choose -7hi)tS>1!SEo+" &rro+S E"ter or space. to display
&ctivity
Eetails%
F. Choose the 0esource ta*%
B. 4" the &ssig"ed 0esources list, choose your "ame, or the "o"la*or#material
resource "ame%
?. 4" the Prior &ctual U"its )ield, type the hours +or(ed o" the activity% ,o e"ter
hourly overtime, )or e1ample, eight regular a"d three overtime hours, type
A#F%
,he actual u"its you record are pe"di"g )or the activity a"d ca" *e modi)ied *y
the pro3ect ma"ager% Eepe"di"g o" your orga"iDatio"'s processes, the progress
you report o" this ta* ca" *e used to update the pro3ect +he" actuals are
applied%
6. ,o report that you have completed a" assig"me"t, mar( the Completed chec(*o1%
& pro3ect5level optio" determi"es i) you ca" record your assig"me"ts as
completed% 4) this )eature is "ot tur"ed o", the completed chec(*o1 is disa*led%
3(1
P6 'PPM ser7s /ui&e
*ips
& P6 Progress 0eporter user pre)ere"ce lets you choose to hide your completed
assig"me"ts o" the 0esources details ta* a"d i" your timesheets% 4) this
pre)ere"ce is set to "ot display completed assig"me"ts, =>ilteri"g Completed
&ssig"me"ts= appears a*ove the colum" headi"gs o" the 0esources ta* a"d,
+he" you mar( the Completed chec(*o1, the assig"me"t is immediately
removed )rom the list o" the 0esources ta*%
,o 2uic(ly locate a speci)ic activity or resource, use the search capa*ility, +hich
e"a*les you to )i"d items *ased o" a displayed data )ield you select% 7ee
&earching for $ata -o" page FA?.%
2eporting (ates for an Acti#ity
,he &ctivity Eetails Ge"eral ta* displays the start a"d )i"ish dates calculated )or
the activity% 4) you are the primary resource, you ca" use this ta* to report actual
start a"d )i"ish dates )or a" activity a"d to report the date you e1pect +or( )or the
activity to *e completed%
.ote: Cou ca" report your estimate o) remai"i"g +or( o" the
&ctivity Eetails 0esources ta*%
*o report 0ates
&ctivity
Eetails%
F. 7elect the Ge"eral ta*%
B. "or start an# finish #ates
Mar( the 7tarted or >i"ished chec(*o1, as appropriate% ,he" either type i"
the correspo"di"g date )ield, or choose the cale"dar *utto" to select a
date%
"or e2pecte# finish #ate
4" the E1pected >i"ish Eate )ield, type the date you e1pect +or( )or the activity to
*e completed, or choose the cale"dar *utto" to select a date%
2eporting 2e"aining Wor% Esti"ates
,he &ctivity Eetails 0esources ta* displays the "um*er o) remai"i"g u"its
calculated )or a" activity% >or your i" progress activities, you ca" use this ta* to
report your estimate o) remai"i"g +or(% 4) you are the primary resource )or a"
activity, you ca" also report remai"i"g +or( estimates )or "o"la*or a"d material
resources%
,he estimates you e"ter are pe"di"g a"d ca" *e modi)ied *y the pro3ect
ma"ager *e)ore actuals are applied to the pro3ect%
& pro3ect5level admi"istrative setti"g determi"es +hether you estimate
progress o" started activities i" terms o) <e+ 0emai"i"g U"its or Perce"t
Complete%
31+
*o report esti"ates
1. 7elect the activity i" the &ctivities vie+ or ope"
timesheet%
&ctivity
Eetails%
F. Choose the 0esources
ta*%
B. 4" the &ssig"ed 0esources list, choose your "ame, or the "o"la*or#material
resource "ame%
?. 0ecord estimates i" the )ormat re2uired *y the pro3ect, either <e+ 0emai"i"g
U"its or
Perce"t Complete% ,he )ield that displays re)lects this setti"g%
4" the <e+ 0emai"i"g U"its )ield, type the "um*er o) +or( periods you +ill
"eed to complete the activity%
4" the Perce"t Complete )ield, type the perce"tage o) +or( you have
already completed )or the activity%
,he estimated values you record are pe"di"g )or the activity a"d ca" *e modi)ied
*y the pro3ect ma"ager *e)ore actuals are applied to update the pro3ect%
*ip
,o 2uic(ly locate a speci)ic activity or resource, use the search capa*ility, +hich
e"a*les you to )i"d items *ased o" a displayed data )ield you select% 7ee &earching
for $ata -o" page FA?.%
2eporting a Co"p!ete0 Assign"ent
,he &ctivity Eetails 0esources ta* lists all resource assig"me"ts )or a" activity,
alo"g +ith details such as remai"i"g u"its% 8he" you )i"ish a +or( assig"me"t, i)
your pro3ect allo+s, you ca" mar( the assig"me"t as completed o" the 0esources
ta*%
,o report a completed activity
assig"me"t
1. 7elect the activity i" the &ctivities vie+ or ope"
timesheet%
&ctivity
Eetails%
F. Choose the 0esources
ta*%
B. 4" the &ssig"ed 0esources list, choose your "ame, the" mar( the
Completed chec(*o1%
& pro3ect5level optio" determi"es i) you are permitted to record your
assig"me"ts as completed% 4) this optio" is "ot tur"ed o", the completed
chec(*o1 is disa*led%
31-
P6 'PPM ser7s /ui&e
.ote: & P6 Progress 0eporter user pre)ere"ce lets you choose
to hide your completed assig"me"ts o" the 0esources details
ta* a"d i" your timesheets% 4) this pre)ere"ce is set to "ot
display completed assig"me"ts, =>ilteri"g Completed
&ssig"me"ts= appears a*ove the colum" headi"gs o" the
0esources ta* a"d, +he" you mar( the Completed chec(*o1,
the assig"me"t is immediately removed )rom the list o" the
0esources ta*%
*ip
,o 2uic(ly locate a speci)ic activity, use the search capa*ility, +hich e"a*les you to
)i"d items *ased o" a displayed data )ield you select% 7ee &earching for $ata -o"
page FA?.%
@iewing an0 2eporting Progress for Acti#ity &teps
,he &ctivity Eetails 7teps ta* lists e1isti"g activity steps a"d their status%
. ,o display &ctivity Eetails, o" the tool*ar choose -7hi)tS>1!SEo+" &rro+S
E"ter or space.%
F. Choose the 7teps ta*%
4) you are the primary resource, you ca" ide"ti)y steps that are completed *y
mar(i"g the chec(*o1 o" this ta*%
Cou ca" customiDe the data colum"s o" the 7teps ta* to display perce"t complete
a"d user de)i"ed )ields% 4) you are a primary resource +ith the appropriate
admi"istrative a"d security setti"gs, you ca" edit user de)i"ed )ields associated +ith
steps%
,o customiDe the 7teps data colum"s, select a step ro+ or the 7teps ta* "ame
a"d press 7hi)t >1!SE"ter%
,o edit a user de)i"ed )ield, select the )ield a"d type "e+ data%
1eboar# Tips: ,o clear all data i" a selected )ield, press >SEelete% >or a date
UE>, to display the cale"dar +i"do+, press CtrlS>%
*ip
,o 2uic(ly locate a speci)ic activity or step, use the search capa*ility, +hich e"a*les
you to )i"d items *ased o" a displayed data )ield you select% 7ee &earching for
$ata -o" page FA?.%
@iewing an0 &en0ing Acti#ity 5ee0bac%
O" the &ctivity Eetails Ge"eral ta*, all resources assig"ed to a" activity ca" vie+
"otes se"t *y the pro3ect ma"ager%
4) you are the primary resource, you ca" also se"d "otes to the pro3ect ma"ager%
&ll resources assig"ed to the activity ca" read "otes recorded *y the primary
resource%
312
313
,o vie+ or se"d "otes related to a" activity
&ctivity
Eetails%
F. 7elect the Ge"eral ta*%
B. ,o se"d "otes, choose >eed*ac( to PM%
?. ,o vie+ "otes, choose <otes )rom PM%
@iewing :our Pro$ect ?ist an0 Pro$ect Web &ites
4" the &ctivities a"d the ,imesheet vie+s, you ca" display a list o) the pro3ects
you are curre"tly assig"ed to +or( o"%
1. O" the tool*ar, clic( -&ltS;SP.%
,o 2uic(ly )i"d a speci)ic pro3ect, you ca" search -CtrlS>. *ased o" the )ield, or
colum", that curre"tly has )ocus i" the Pro3ects +i"do+% 7ee &earching for
$ata -o" page FA?.%
. ,o lau"ch a pro3ect's 8e* site, i) availa*le, select the pro3ect, the" choose 9au"ch
-&ltS9.%
*o sort the pro$ects !ist
mouse 5 Clic( the title o) the colum" you +a"t to sort *y% Clic( agai" to cha"ge the
sort order%
'eboar# 5 ,a* or arro+ to a cell i" the sort colum"% ,o sort i" asce"di"g order,
Press
CtrlS&ltS&, or )or desce"di"g sort, press CtrlS&ltSE%
&earching for (ata
8ithi" a"y P6 Progress 0eporter pages or +i"do+s that prese"t data i" a ro+ a"d
colum" )ormat, you ca" search )or speci)ic items, *ased o" a data )ield you select%
>or e1ample, i" the Ope" ,imesheet +i"do+, you ca" search )or a timesheet *ased
o" 7tart Eate or 7tatus%
1. 4" a"y ro+, place )ocus i" the colum" that correspo"ds to the )ield you
+a"t to search o"%
. Press CtrlS>%
F. 7peci)y the search criteria, the" choose >i"d <e1t -&ltS<.%
,he )irst result is highlighted i" the list% Pressi"g >i"d <e1t -&ltS<. cycles through
the results, retur"i"g to the *egi""i"g a)ter you have reached the last result%
315
P6 Professiona!
,his sectio" highlights some )u"ctio"s that are availa*le o"ly i" P6 Pro)essio"al%
-n *his &ection
0e)lectio" Pro3ects %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% F9?
>uture Period Guc(et Pla""i"g %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% B!
Editi"g Past Period &ctual 7preads %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% BF
Pro3ect Chec( Out a"d Chec( 4"%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% BFF
4mport )rom Co"tract Ma"ageme"t %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% BF?
2ef!ection Pro$ects
What is a ref!ection
& re)lectio" is a copy o) a pro3ect that has the )ollo+i"g characteristics:
1. 6as the same "ame as the origi"al source pro3ect +ith re)lectio" appe"ded to it%
. 4"ter"ally, co"tai"s a li"( to the source pro3ect that allo+s the applicatio" to
merge cha"ges to the re)lectio" i"to the source pro3ect%
F. 6as a +hat5i) status%
&)ter creati"g a re)lectio", you ca" ma(e cha"ges to it% Cou ca" the" merge
selected cha"ges *ac( i"to the source pro3ect (eepi"g active data i" the source
pro3ect i"tact% Creati"g a re)lectio" )acilitates the )ollo+i"g +or( )lo+s a"d
processes:
Creati"g a sa"d*o1 area to test di))ere"t pro3ect sce"arios%
0evie+i"g cha"ges made i" colla*oratio" +ith other users o) a re)lectio"%
Usi"g the re)lectio" as a" i"termediary pro3ect lets you revie+ a"d accept
cha"ges *e)ore mergi"g the re)lectio" *ac( i"to the source pro3ect%
0evie+i"g cha"ges to a pro3ect *y e1porti"g a re)lectio" as a" %HE0 )ile% Cou
ca" se"d the %HE0 )ile to outside users +ho ca" import the )ile i"to their
data*ase% &)ter ma(i"g cha"ges to the pro3ect, the outside users ca" e1port
the )ile a"d se"d the resulti"g %HE0 )ile *ac( to you% Gy importi"g the %HE0 )ile
*ac( i"to your re)lectio", you ca" decide +hich cha"ges to (eep +he" you
merge the re)lectio" *ac( i"to the source pro3ect%
Creating an0 using ref!ections
>ollo+ this procedure to create a"d use re)lectio"s%
P6 'PPM ser7s /ui&e
1. Create a re)lectio"% 7ee Create a Re<ection -o" page F96.%
. Ma(e cha"ges to the re)lectio"%
F. Previe+ the cha"ges to the pro3ect% 7ee Merging a Reflection (ith the
&ource pro4ect
-o" page F9@.%
B. Optio"ally, pri"t a report o) the cha"ges to the pro3ect% 7ee Printing a
re<ection "ifference report -o" page F9@.%
?. Merge selected cha"ges i"to the source pro3ect% 7ee Merging a Re<ection (ith
the
&ource pro4ect -o" page F9@.%
Create a 2ef!ection
>ollo+ this procedure to create a re)lectio" o) a source pro3ect% ,he re)lectio" you
create +ill have the same "ame as the source pro3ect +ith a" i"creme"tal "um*er
appe"ded to it%
Notes4
,he Create 0e)lectio" co"te1t me"u +ill o"ly *e availa*le +he" selecti"g a
pro3ect u"der a" EP7 "ode i" +hich you have the privilege to create pro3ects%
Ge"erally this mea"s that the 0espo"si*le Ma"ager assig"ed to the EP7 "ode
i" +hich the pro3ect resides must *e assig"ed to your user "ame +ith a
pro)ile that i"cludes the =&dd Pro3ects= pro3ect privilege%,he Create 0e)lectio"
co"te1t me"u +ill o"ly *e availa*le +he" selecti"g a pro3ect u"der a" EP7
"ode i" +hich you have the privilege to create pro3ects% Ge"erally this mea"s
that the 0espo"si*le Ma"ager assig"ed to the EP7 "ode i" +hich the pro3ect
resides must *e assig"ed to your user "ame +ith a pro)ile that i"cludes the
appropriate pro3ect privilege as de)i"ed i" P6%
Pro3ect Ma"agers ca" use the 0e)lectio" pro3ect a"d &ctivity O+"er )eatures
together to collect a"d revie+ activity status i")ormatio" reported *y users
+ith ,eam Mem*er module access assig"ed i" P6%
Create a ref!ection
1. 4" the Pro3ects vie+, right clic( o" the pro3ect )or +hich you +a"t to
create a re)lectio"%
. 4" the co"te1t me"u, clic( Create 0e)lectio"% 4) the pro3ect does "ot co"tai" a"y
*aseli"es, the system respo"ds *y creati"g a re)lectio"% Other+ise, the system
respo"ds *y displayi"g the Copy Gaseli"es dialog *o1% >or a"y *aseli"es you
+a"t to copy, mar( chec(*o1-s. i" the Copy colum" o) the Copy Gaseli"es dialog
*o1 a"d clic( O[% ,he system respo"ds *y creati"g a re)lectio"%
Ma%e changes in the ref!ection
O"ce a re)lectio" has *ee" created, you ca" ma(e cha"ges to the re)lectio"
as "eeded to e1plore alter"ative pro3ect sce"arios%
316
P6 Pro#essional
Printing a ref!ection 0ifference report
,he Previe+ Cha"ges to Pro3ect dialog *o1 provides a pri"t )u"ctio" that allo+s
you to pri"t a report that lists the di))ere"ces *et+ee" the re)lectio" a"d the
source pro3ect%
1. 4" the Pro3ects vie+, right clic( o" the re)lectio" that you +a"t to pri"t a
diJere"ce report%
. 4" the co"te1t me"u, clic( Merge 0e)lectio" i"to 7ource Pro3ect% 4) there are a"y
cha"ges to merge, the system respo"ds *y displayi"g the Previe+ cha"ges to
pro3ect dialog *o1%
F. 4" the Group Cha"ges Gy, choose ho+ you +ould li(e group the cha"ges%
B. E1pa"d or collapse the "odes as you +ould li(e the i")ormatio" to *e displayed
i" the pri"tout%
?. 0ight clic( a"y+here i"side the grid a"d choose Pri"t Previe+ )rom the co"te1t
me"u%
6. ,o set the de)ault pri"ter, paper siDe, a"d page orie"tatio", clic(
@. Clic( to pri"t the di))ere"ce report%
Merging a 2ef!ection with the &ource pro$ect
Creati"g a re)lectio" allo+s you to ma(e a copy o) a pro3ect ("o+" as a re)lectio"%
O"ce a re)lectio" has *ee" created, you ca" ma(e cha"ges to the re)lectio" as
"eeded to e1plore alter"ative pro3ect sce"arios% ,he", you ca" merge these updates
to the origi"al pro3ect, allo+i"g you to (eep active pro3ect data i"tact% ,his topic
assumes that you have already created a re)lectio", you have made cha"ges to the
re)lectio" a"d are ready to either previe+ a"d#or merge selected cha"ges i"to the
source pro3ect% 7ee Create a Reflection -o" page F96.%
Notes4
,he Merge 0e)lectio" i"to 7ource Pro3ect co"te1t me"u +ill o"ly *e availa*le
+he" selecti"g a re)lectio" to +hich you have superuser access% Cou +ill also
"eed superuser access to the source pro3ect associated +ith the re)lectio"%
&dditio"ally, the source pro3ect ca""ot *e ope"ed i" E1clusive mode *y
a"other user "or ca" it *e chec(ed out%
Cha"ges you ma(e to the )ollo+i"g )ields i" a re)lectio" pro3ect +ill result i"
"e+ e"tries *ei"g added to the source pro3ect +he" you merge a re)lectio"
i"to the source pro3ect: Pro3ect 4E, &ctivity 4E, 0esource 4E, 0ole 4E, Cost
&ccou"t, a"d Price#U"it% >or e1ample, assume that the source pro3ect co"tai"s
a" activity +ith a" &ctivity 4E o) &1!!!% &)ter creati"g a re)lectio", you cha"ge
the &ctivity 4E )rom &1!!! to &1!!? i" the re)lectio" pro3ect% ,he", +he" you
merge the re)lectio" pro3ect i"to the source pro3ect, the source pro3ect "o+
co"tai"s t+o activities, &1!!! a"d &1!!?, +hich are ide"tical e1cept )or the
&ctivity 4E%
Pre#iew changes to be "erge0
Gegi" *y previe+i"g the cha"ges%
31"
P6 'PPM ser7s /ui&e
1. 4" the Pro3ects vie+, right clic( o" the re)lectio" that you +a"t to merge +ith
the source pro3ect%
. 4" the co"te1t me"u, clic( Merge 0e)lectio" i"to 7ource Pro3ect% 4) there are
a"y cha"ges to merge, the system respo"ds *y displayi"g the Previe+
Cha"ges to Pro3ect dialog *o1%
Choose changes to "erge
<e1t, choose cha"ges )rom the re)lectio" to merge i"to the source pro3ect% ,here
are t+o +ays the cha"ges ca" *e vie+ed, or grouped, i" the Previe+ Cha"ges to
Pro3ect dialog *o1: *y su*3ect area or *y activity% ,he de)ault is *y activity% 8he"
you vie+ the cha"ges *y activity, chec( *o1es appear i" the Merge colum" )or
activity ro+s% ,his allo+s you to select +hich activities to merge i"to the source
pro3ect%
Notes4
Gy de)ault, i) there are a"y activities +ith cha"ges, all activity chec( *o1es
+ill *e mar(ed%
Mar(i"g or cleari"g a" activity chec( *o1 i" the &ctivity groupi"g has a
correspo"di"g a))ect i" the 7u*3ect &rea groupi"g eve" though the chec(
*o1es are "ot availa*le% E"sure the &ctivity radio *utto" is mar(ed i) you
"eed to u"dersta"d or cha"ge +hich activities are to *e merged%
1% 4" the Group Cha"ges Gy, choose ho+ you +ould li(e group the cha"ges%
% 4) you choose &ctivity i" step 1, select activities to *e merged *y mar(i"g
the appropriate Merge chec(*o1 i" the Merge colum"%
*ip4
4) the applicatio" has detected activities that have cha"ged, t+o *utto"s +ill
*e e"a*led: 7elect &ll a"d Clear &ll% Cou ca" use these *utto"s to save time i)
you have a lot o) activities to co"sider% >or e1ample, suppose you ("e+ that
there +ere o"ly t+o activities that should *e merged out o) a large "um*er o)
cha"ged activities% 4" this e1ample, you could save time *y clic(i"g the Clear
&ll a"d the" mar(i"g o"ly the t+o that should *e merged%
(eter"ine actions the app!ication shou!0 ta%e prior to "erging
U"der Prior to mergi"g, mar( the appropriate chec( *o1%
1. Mar( the Create a copy o) the source pro3ect as a *aseli"e i) you +ould li(e to
create a *aseli"e i" the source pro3ect +ith the "ame o) the pro3ect +ith 5 G1
appe"ded to it, +here 1 is a" i"creme"ted "um*er%
. Mar( the Create a *ac(up )ile o) source pro3ect i) you +ould li(e e1port the
pro3ect to a" %1er )ile% Cou could use this )ile to roll*ac( the source pro3ect a)ter
the merge%
(eter"ine actions the app!ication shou!0 ta%e after "erging
U"der &)ter mergi"g, mar( the appropriate chec( *o1%
31(
P6 Pro#essional
1. Mar( the [eep re)lectio" chec( *o1 i) you +ould li(e the applicatio" to (eep
the re)lectio" i" the EP7 a)ter the re)lectio" is success)ully merged%
. Mar( the Eelete re)lectio" chec( *o1 i) you +ould li(e the applicatio" to delete
the re)lectio" )rom the EP7 a)ter the re)lectio" is success)ully merged%
F. Mar( the 0eplace re)lectio" chec(*o1 i) you +ould li(e to replace the re)lectio"
+ith a" updated re)lectio" *ased o" the curre"t data i" the source pro3ect a)ter
the merge%
Note
4) you choose the 0eplace re)lectio" optio", the "e+ re)lectio" +ill *e
created +ith the same *aseli"es that +ere i" the origi"al re)lectio"%
Mar( the [eep re)lectio" chec(*o1 i) you +a"t to (eep a record o) 0is(
data%
Other+ise, 0is( data )or the 0e)lectio" pro3ect +ill *e lost si"ce 0is(s data
is "ot merged -the source pro3ect's 0is( data remai"s u"cha"ged.%
Merge the changes
4) )or +hatever reaso", you decide "ot to merge the cha"ges i" the 0e)lectio" i"to
the
7ource pro3ect, clic( Ca"cel a"d "o cha"ges +ill *e made to the source pro3ect%
Other+ise, clic( Merge Cha"ges to merge the cha"ges i"to the source pro3ect%
Notes
8e suggest ope"i"g a"d scheduli"g the source pro3ect a)ter mergi"g
cha"ges i"to it%
8he" you e1port resource assig"me"ts to a" H97 )ile, o"ly the lo+est level o)
cost accou"ts associated +ith resource assig"me"ts is e1ported to the H97
)ile% >or e1ample, assume your cost accou"t hierarchy has a cost accou"t
"amed C&, +ith a su*ordi"ate level "amed C&%&% 4) you assig" the cost
accou"t C&%& to a resource assig"me"t, +he" you e1port resource
assig"me"ts to a" H97 )ile, the H97 )ile displays =&= as the cost accou"t, "ot
=C&%&%= 4) you the" import this H97 )ile to the same pro3ect i" P6 Pro)essio"al,
i" some cases, a duplicate resource assig"me"t +ill *e created that lists =&=
as the assig"ed cost accou"t )or the duplicate resource assig"me"t%
/sing 2ef!ection pro$ects an0 Acti#ity wner features to co!!ect an0 re#iew acti#ity
status
,he 0e)lectio" pro3ect a"d &ctivity O+"er )eatures ca" *e used together to collect
a"d revie+ activity progress i")ormatio" )rom pro3ect team mem*ers +ho are "ot
assig"ed as activity resources%
& 0e)lectio" pro3ect is a copy o) a" active pro3ect that ca" *e used )or +hat5i)
a"alysis% 6o+ever, u"li(e a sta"dard +hat5i) pro3ect, a 0e)lectio" o))ers the
capa*ility to revie+ all cha"ges a"d speci)y +hich, i) a"y, should *e merged i"to the
active source pro3ect%
311
P6 'PPM ser7s /ui&e
&" &ctivity O+"er +ho has ,eam Mem*er module access -de)i"ed i" P6. a"d the
re2uired security privileges ca" update the activity's status a"d other details i" P6%
Gy oJeri"g a" &ctivity O+"er OG7 access to a 0e)lectio" pro3ect, rather tha" its
associated active source pro3ect, Pro3ect Ma"agers ca" collect the data they re2uire
a"d have the a*ility, through a revie+ process, to e"sure data i"tegrity )or the active
pro3ect%
,o impleme"t these activity status reporti"g a"d revie+ capa*ilities, do the )ollo+i"g:
>or the appropriate users, gra"t the re2uired ,eam Mem*er module access
-assig"ed usi"g P6., OG7 access, a"d security privileges%
E"sure that these users have access o"ly to the OG7 associated +ith the
0e)lectio" pro3ect% 4) a" activity o+"er is gra"ted OG7 access to the source
pro3ect, their cha"ges +ill *e i"corporated i"to the active pro3ect +ithout the
revie+ opportu"ity that a 0e)lectio" pro3ect provides%
7o that they ca" edit activities )or +hich they are desig"ated as O+"er, ,eam
Mem*ers must *e gra"ted the re2uired pro3ect privileges%
Eesig"ate o+"ers )or activities%
Create the 0e)lectio" pro3ect, assig"i"g it to the appropriate OG7%
0evie+ a"d merge cha"ges )rom the 0e)lectio" pro3ect to the source pro3ect%
Note
0egardless o) security privilege setti"gs, users +ith ,eam Mem*er module
access -assig"ed usi"g P6. ca" "ot add, delete, or edit 8G7 eleme"ts a"d
they ca" "ot add or delete activities or delete resource assig"me"ts%
5re<uent!y as%e0 <uestions about ref!ections
E. Can - #iew the !in% in the ref!ection to the source pro$ectH
&% Ces% Use the )ollo+i"g procedure to vie+ the li"(
1. >rom the E"terprise me"u, select Pro3ects%
. >rom the ;ie+ me"u, select Colum"s, the" select CustomiDe%
F. 4" the Ge"eral sectio" o) the &vaila*le Optio"s colum", select 7ource Pro3ect
a"d clic( to move the 7ource Pro3ect )ield i"to the 7elected Optio"s
colum"%
B. Use the a"d *utto"s to move the )ield's positio"%
?. Clic( O[% ,he system respo"ds *y displayi"g the "ame o) the Pro3ect 4E i" the
7ource
Pro3ect )ield o) re)lectio" pro3ects% <ote that this )ield is read5o"ly%
E. Can - ha#e "u!tip!e ref!ections pointing to the sa"e source pro$ectH
&% Ces%
4++
P6 Pro#essional
E. What happens to the ref!ection when - 0e!ete the source pro$ectH
&% ,he li"( is deleted )rom the source pro3ect )ield i" the re)lectio"%
E. Why 0on't - see the Create 2ef!ection "enu option when - right c!ic% on a pro$ectH
&% ,he right clic( optio" is hidde" +he" a"y o) the )ollo+i"g is true:
& group *a"d "ode is selected
More tha" o"e pro3ect is selected
E. Why is the Create 2ef!ection "enu option 0isab!e0 when - right c!ic% on a pro$ectH
&% ,he Create 0e)lectio" me"u optio" is disa*led +he" you do "ot have access
to create pro3ects +ithi" the EP7 "ode%
E. Why 0on't - see the Merge 2ef!ection into &ource Pro$ect "enu option when - right c!ic%
on a ref!ection pro$ectH
&% ,he right clic( optio" is hidde" +he" a"y o) the )ollo+i"g is true:
& group *a"d "ode is selected
More tha" o"e pro3ect is selected
& "o"5re)lectio" pro3ect is selected -i%e% the pro3ect does "ot co"tai" a source
pro3ect )ield value.
,he selected pro3ect co"tai"s a source pro3ect )ield value, *ut it does "ot
have a +hat5i) status
,he selected pro3ect has a +hat5i) status *ut it does "ot co"tai" a source pro3ect
)ield value
E. Why is the Merge 2ef!ection into &ource Pro$ect 0isab!e0H
&% ,he right clic( optio" is disa*led +he" a"y o) the )ollo+i"g is true:
,he source pro3ect has *ee" chec(ed out
,he source pro3ect a"d#or the re)lectio" has *ee" ope"ed i" E1clusive mode
*y a"other user
Cou do "ot have super user privileges to *oth the source pro3ect a"d the re)lectio"
E. What happens when there are 0up!icate recor0s for resourcesH
&% ,he resources +ill "ot *e updated% Cou +ill have to update the resources i"
the source pro3ect ma"ually%
E. What happens if the "erge fai!sH
&% ,he system respo"ds +ith a message that the merge process )ailed, creati"g the
prm0e)lectio"Merge%log )ile i" the temporary directory, a"d "oti)yi"g o) log )ile's
locatio"%
4+-
P6 'PPM ser7s /ui&e
E. Aow are changes to 0ates han0!e0H
&% 7cheduli"g related date )ields are "ot sho+" i" the previe+ *ut may *e
updated upo" mergi"g cha"ges%
E. Aow are base!ines han0!e0 when the F2ep!ace ref!ectionF option is use0H
&% ,he "e+ re)lectio" +ill *e created +ith the same *aseli"es that +ere i" the
origi"al re)lectio"%
5uture Perio0 9uc%et P!anning
5uture perio0 buc%et p!anning
8he" you speci)y a" activity's total *udgeted or pla""ed u"its, the *udgeted or
pla""ed u"its )or a" assig"me"t to that activity are spread eve"ly across the
duratio" o) the activity, i" the timescale i"creme"t you choose% >or e1ample, a )our5
+ee( activity +ith A! *udgeted or pla""ed u"its is spread as )ollo+s, assumi"g a
+ee(ly timescale:
Wee' 8 Wee' @ Wee' E Wee' <
!h !h !h !h
6o+ever, your pro3ects may co"tai" activities )or +hich you ("o+ +or( +ill *e
per)ormed sporadically a"d at varyi"g levels o) eJort% >or these activities, you ca"
do either o) the )ollo+i"g to more accurately capture +he" you pla" )or +or( to *e
per)ormed o" a" activity:
&ssig" a curve to a resource or role assig"me"t%
Ma"ually e"ter )uture period assig"me"t values%
8hile assig"i"g a resource curve to the resource#role assig"me"t +ill yield more
accurate results tha" spreadi"g u"its eve"ly across the duratio" o) a" activity, the
+or( you pla" to per)orm per period o" a" activity may "ot *e )ully re)lected *y the
curve% &s a result, per)orma"ce agai"st the pro3ect pla" ca""ot *e accurately
measured%
,o achieve the most precise resource#role distri*utio" pla", you ca" ma"ually e"ter
the *udgeted or pla""ed resource#role allocatio" per assig"me"t i" the timescale
u"it you choose -days, +ee(s, mo"ths, 2uarters, years, or )i"a"cial periods.% >or
e1ample, assume a" activity has a" origi"al or pla""ed duratio" o) A days a"d
*udgeted or pla""ed u"its o) A! hours% >or this activity, you ("o+ that the actual
+or( +ill "ot *e spread eve"ly across the duratio" o) the activity/ rather, the
*udgeted or pla""ed u"its +ill *e spread as )ollo+s:
4+2
P6 Pro#essional
1!h F!h 1?h ?h
Gy ma"ually e"teri"g the pla""ed resource#role distri*utio" i" )uture period
assig"me"t *uc(ets, you ca" create a" accurate *aseli"e pla" to measure agai"st
curre"t pro3ect progress% &s the curre"t pro3ect schedule progresses a"d you apply
actuals, you ca" trac( ho+ the pro3ect is per)ormi"g agai"st pla" *y compari"g the
pro3ectPs *udgeted or pla""ed )uture periods to the curre"t pro3ectPs actuals%
4) +or( o" a" activity is "ot proceedi"g accordi"g to pla", you ca" ma"ually update
the remai"i"g u"its )or a" assig"me"t's )uture periods, e"a*li"g you to measure the
remai"i"g +or( )or a" assig"me"t +ithout cha"gi"g the origi"al pla"% &lter"atively,
i) you choose to re5estimate )uture +or( *ased o" cha"ges to the pro3ect schedule,
you ca" edit a" assig"me"t's )uture period *udgeted or pla""ed u"its
+hile the activity is i" progress/ i) ma"y assig"me"t's re2uire re5estimatio",
you ca" esta*lish a "e+ *aseli"e pla" *ased o" your cha"ges%
*ips
Cou ca" compare the pla""ed )uture period resource distri*utio" to actual
u"its a"d costs i" the 0esource Usage Pro)ile, 0esource Usage 7preadsheet,
&ctivity Usage Pro)ile, &ctivity Usage 7preadsheet, time5distri*uted reports,
a"d the ,rac(i"g +i"do+% 4) you pla" your pro3ect +or( i" de)i"ed )i"a"cial
periods, a)ter you store period per)orma"ce, you ca" compare the resource
distri*utio" you pla""ed to the pro3ect's past period actuals%
&ctivity costs, i"cludi"g ear"ed value a"d pla""ed value, are calculated usi"g
the pla""ed )uture period resource distri*utio" you de)i"e )or activity
assig"me"ts%
Note
Cou must have the 'Edit >uture Periods' pro3ect privilege to ma"ually e"ter
)uture period data%
5uture perio0 buc%et p!anning 5AE
0e)er to the )ollo+i"g 2uestio" a"d a"s+er topics )or importa"t i")ormatio" to
co"sider +he" ma"ually pla""i"g )uture period resource allocatio"% Kuestio"s a"d
a"s+ers are divided i"to the )ollo+i"g categories:
=eneral >uestions 0 5uture perio" buc3et planning 5A8 -o" page B!B.
Troubleshooting 0 5uture perio" buc3et planning 5A8 -o" page B!?.
=etting &tarte" 0 5uture perio" buc3et planning 5A8 -o" page B1.
Application settings 0 5uture perio" buc3et planning 5A8 -o" page B1F.
#ntering an" e"iting "ata in future perio" buc3ets 0 5uture perio"
buc3et planning
5A8 -o" page B1?.
4+3
P6 'PPM ser7s /ui&e
$eleting? cop%ing? an" pasting future perio" buc3et "ata 0 5uture
perio" buc3et planning 5A8 -o" page B19.
Up"ating pro4ects 0 5uture perio" buc3et planning 5A8 -o" page B1.
A""ing? "eleting? or replacing assignments 0 5uture perio" buc3et
planning 5A8
-o" page BF.
!mporting an" e/porting "ata 0 5uture perio" buc3et planning 5A8 -o"
page BB.
Miscellaneous 0 5uture perio" buc3et planning 5A8 -o" page B@.
'enera! <uestions 8 5uture perio0 buc%et p!anning 5AE
What is a buc'etC
,he term =*uc(et= re)ers to the timeperiod -or timescale i"terval. i" +hich you e"ter
data i" a spreadsheet% >or e1ample, i) the 0esource Usage 7preadsheet is
co")igured to display a 8ee(#Eay timescale, the daily timescale i"tervals i" +hich
you ca" e"ter data are re)erred to as =daily *uc(ets%=
4" the 6elp related to )uture period *uc(et pla""i"g, *uc(ets are also re)erred to as
timeperiods or timescale i"tervals, +here appropriate% 7ee 5uture perio" buc3et
planning -o" page B!.%
What is the #ifference bet)een a future perio# buc'et an# a manual future
perio# valueC
& =)uture period *uc(et= re)ers to the )uture timeperiod -or timescale i"terval.
displayed i" a spreadsheet% >or e1ample, =E"ter values i" the assig"me"t's )uture
period *uc(ets%=
,he phrase =ma"ual )uture period values= re)ers to the values that e1ist +ithi"
)uture period *uc(ets% >or e1ample, =Cha"gi"g a" activity's start or )i"ish dates may
cha"ge a" assig"me"t's ma"ual )uture period values%=
=o) #o I 'no) that an assignment has manual future perio# valuesC
8he" a" assig"me"t has ma"ual )uture period values, the module
automatically ide"ti)ies the )uture period values as a Ma"ual resource curve%
,o determi"e the assig"me"ts that have a ma"ual resource curve, display the
Curve colum" i" the 0esource &ssig"me"ts +i"do+% ,he Curve colum"
displays a value o) 'Ma"ual' )or ma"ually5pla""ed resource#role assig"me"ts%
Are manual future perio# values store# in the baselineC
Ces, ma"ual )uture period values are al+ays stored i" the *aseli"e +he" you save
a copy o) the curre"t pro3ect as a "e+ *aseli"e% 8he" you restore a *aseli"e,
ma"ual )uture period values are also restored% &dditio"ally, *aseli"es that co"tai"
assig"me"ts +ith ma"ually5created )uture period *uc(ets are updated
automatically%
4+4
P6 Pro#essional
!an all users manuall enter future perio# valuesC
<o% Cou must have the 'Edit >uture Periods' pro3ect privilege to ma"ually e"ter or
edit data i" )uture period *uc(ets%
*roub!eshooting 8 5uture perio0 buc%et p!anning 5AE
Wh are some future perio# buc'ets gra3une#itableC
8he" a )uture period *uc(et is "ot eligi*le )or editi"g, the spreadsheet cell is
gray% 7preadsheet cells are gray#u"edita*le +he" a"y o) the )ollo+i"g are true:
,he activity associated +ith the assig"me"t has a duratio" type o) >i1ed
U"its or >i1ed U"its#,ime% Cou ca" o"ly ma"ually e"ter )uture period values
)or activities +ith a duratio" type o) >i1ed Euratio" U U"its a"d >i1ed
Euratio" U U"its#,ime%
,he resource or role assig"ed to the activity does "ot have a"y valid +or(time
)or the time period% >or resource assig"me"ts to tas(5depe"de"t activities,
a"d )or all role assig"me"ts to activities, the module determi"es i) there is
valid +or(time *ased o" the activity cale"dar% >or resource assig"me"ts to
resource5depe"de"t activities, the module determi"es i) there is valid
+or(time *ased o" the resource cale"dar%
,he displayed timescale i"tervals i" the spreadsheet are smaller tha" the
mi"imum timescale i"terval used )or time5distri*uted resource calculatio"s%
Cou ca"
cha"ge this setti"g i" the '4"terval )or time5distri*uted resource calculatio"s'
)ield
-User Pre)ere"ces, 0esource &"alysis ta*.% >or e1ample, i) this optio" is set to
8ee(, you ca" o"ly e"ter or edit data i" +ee(ly, mo"thly, 2uarterly, or yearly
)uture period *uc(ets%
>or activities that have "ot started yet, the date o) the timescale i"terval is
prior to the Pro3ect Pla""ed 7tart date -)or the Gudgeted or Pla""ed U"its
)ield. or the 0emai"i"g Early 7tart date -)or the 0emai"i"g U"its )ield. o) the
activity%
,he activity associated +ith the assig"me"t has a" &ctual >i"ish date -)or
0emai"i"g Early U"it *uc(ets o"ly.%
>or activities that are i" progress, the date o) the timescale i"terval is prior to
the
Eata Eate -)or 0emai"i"g Early U"it *uc(ets o"ly.%
,he activity associated +ith the assig"me"t is a milesto"e activity%
,he timescale is set to Eay#7hi)t or Eay#6our%
,he timescale is set to display o"ly ordi"al dates% Cou must display primary
dates
-+ith or +ithout ordi"al dates. to edit data i" )uture period *uc(ets%
8he" the timescale is set to display )i"a"cial period i"tervals, "o )i"a"cial
period is de)i"ed )or the timeperiod or the )irst timeperiod is "ot +ithi" the
ra"ge o) de)i"ed )i"a"cial period dates%
Cou choose to display time5distri*uted 0emai"i"g Early u"its a"d costs
accordi"g to )orecast dates rather tha" remai"i"g early dates i" the User
Pre)ere"ces, 0esource &"alysis ta*% ,his o"ly applies to the 0emai"i"g U"its
)ield%
4+5
P6 'PPM ser7s /ui&e
Cou choose to calculate average values )or the spreadsheet i" the 7preadsheet
Optio"s dialog *o1%
Cou have "ot *ee" assig"ed the Edit >uture Periods pro3ect privilege%
4" the 0esource Usage 7preadsheet o) the &ctivities +i"do+, you display
assig"me"t data )or all pro3ects rather tha" )or ope" pro3ects% 4) you display
data )or all pro3ects, the title o) the Eisplay Optio"s *ar i" the 0esource Usage
7preadsheet is =Eisplay: &ll Pro3ects%= ,o display data )or ope" pro3ects o"ly,
clic( the Eisplay Optio"s *ar, the" choose 7ho+ &ll Pro3ects to remove the
chec(mar(/ the title o) the Eisplay Optio"s *ar cha"ges to =Eisplay: Ope"
Pro3ects O"ly%=
Wh canDt I enter #ifferent values for the +u#gete# or Planne# an#
Remaining -nits fiel#sC "or activities that have not starte#, i) the pro3ect5
level setti"g '9i"( Gudgeted or Pla""ed
a"d &t Completio" )or "ot started activities' is mar(ed -Pro3ect Eetails, Calculatio"s
ta*., the total pla""ed values o) the Gudgeted or Pla""ed U"its a"d 0emai"i"g
-Early. U"its )or
the assig"me"t +ill al+ays *e e2ual% >or e1ample, +he" you e"ter a value )or a
)uture period i" the Gudgeted or Pla""ed U"its )ield, the 0emai"i"g -Early. U"its
)ield is
automatically populated +ith the same value/ the reverse is also true% 4) this setti"g
is "ot mar(ed, you ca" e"ter diJere"t values )or the same )uture period i" the
Gudgeted or Pla""ed U"its a"d 0emai"i"g -Early. U"its )ields/ i" this case, the total
values )or each )ield
are calculated i"depe"de"tly )or the assig"me"t%
"or activities that are in progress, you ca" al+ays e"ter di))ere"t )uture period
values i" the Gudgeted or Pla""ed U"its a"d 0emai"i"g -Early. U"its )ields%
Wh #i# the manual future perio# values I entere# changeC
,here are ma"y reaso"s +hy the )uture period values you e"tered )or a" assig"me"t
might cha"ge to diJere"t values or *e placed i" a di))ere"t timeperiod% >or e1ample,
remai"i"g u"it data )or a" assig"me"t might cha"ge +he" you apply actuals, or i)
you e"tered values i" daily i"creme"ts a"d cha"ged the timescale to a larger
i"creme"t -)or e1ample, days to +ee(s., the data you see is a roll5up o) the daily
values you e"tered%
More speci)ically, cha"ges to some activity or assig"me"t data ca" cause the
ma"ual )uture period values to *e respread a"d, i" some cases, recalculated% 8he"
you ma"ually e"ter data i" )uture period *uc(ets, the *uc(et values are stored i" the
data*ase% 8he" you modi)y activity or assig"me"t i")ormatio" that causes the
values to respread across )uture period *uc(ets, the values stored i" the data*ase
do "ot cha"ge/ o"ly the spread o) those values across )uture period *uc(ets
cha"ges% 8he" you modi)y activity or assig"me"t data that causes the values to *e
recalculated, the values you origi"ally e"tered are recalculated accordi"g to the
ma"ual distri*utio" a"d stored i" the data*ase/ the origi"al values are lost%
,he sectio"s *elo+ detail the activity a"d assig"me"t )ields that may cause
ma"ual )uture period values to *e respread or recalculated%
4+6
P6 Pro#essional
Changing #a!ues in the fo!!owing A&&-'NMEN*8re!ate0 fie!0s "ay 2E&P2EA( "anua! future
perio0 #a!ues across buc%ets4
Pro3ect Pla""ed 7tart or >i"ish ->i1ed Euratio" U U"its activities o"ly.
0emai"i"g Early 7tart or >i"ish ->i1ed Euratio" U U"its activities o"ly.
Origi"al or Pla""ed 0emai"i"g Euratio" ->i1ed Euratio" U U"its activities o"ly.
&ctual, Gudgeted or Pla""ed, or 0emai"i"g U"its
Gudgeted or Pla""ed U"its#,ime
Pla""ed or 0emai"i"g 9ag
Gudgeted or Pla""ed 0emai"i"g Cost -see "ote *elo+.
Erive &ctivity Eates 5 Cou cha"ge the drivi"g resource o" the assig"me"t%
0ate 7ource -see "ote *elo+.
0ate ,ype -see "ote *elo+.
Price#U"it -see "ote *elo+.
Curve 5 Cou assig" a resource curve to a" assig"me"t +ith ma"ual )uture
period values%
Note4
8he" you modi)y the *udgeted or pla""ed a"d 0emai"i"g Cost, 0ate 7ource,
0ate ,ype, a"d Price#U"it )ields, costs +ill *e recalculated% Ma"ual )uture
period u"it values may *e respread o"ly i) the 'Calculate costs )rom u"its'
resource#role optio" -or the e2uivale"t 'Calculate costs )rom u"its' assig"me"t
optio". a"d the pro3ect setti"g 'Update u"its +he" costs cha"ge o" resource
assig"me"ts' -Pro3ect Eetails, Calculatio"s ta*. are *oth selected% >or more
i")ormatio", see the "e1t 2uestio" *elo+%
$o application settings for lin'ing costs an# units affect manual future
perio# valuesC%
Ces% &t the pro3ect level, the 'Update u"its +he" costs cha"ge o" resource
assig"me"ts' setti"g -Pro3ect Eetails, Calculatio"s ta*. determi"es i) the
applicatio" updates u"its +he" costs cha"ge o" assig"me"ts to activities
throughout the pro3ect% &t the assig"me"t level, the 'Calculate costs )rom u"its'
)ield -&ctivity Eetails, 0esources ta*. determi"es i) costs are updated +he" you
cha"ge u"its )or that particular assig"me"t% ,he 'Update u"its +he" costs cha"ge
o" resource assig"me"ts' pro3ect5level setti"g o"ly applies +he" the 'Calculate
costs )rom u"its'
assig"me"t5level optio" is selected%
4+"
P6 'PPM ser7s /ui&e
Note
8he" you add a resource or add a role, you ca" choose the optio" to 'Calculate
costs )rom u"its' )or that resource's -0esource Eetails, Eetails ta*. or role's
-0oles dictio"ary, Prices ta*. assig"me"ts% ,he 'Calculate costs )rom u"its'
assig"me"t5level optio" is automatically tur"ed o" or oJ *ased o" this
resource#role setti"g +he" you assig" a resource#role to a" activity% Cou ca"
cha"ge this setti"g per assig"me"t *y displayi"g the Calculate Costs >rom U"its
colum" o" the 0esources ta* o) &ctivity Eetails, the" mar(i"g or cleari"g the
chec(*o1%
8he" you ma"ually edit )uture period u"its a"d costs )or a" assig"me"t -)or
e1ample, you cha"ge the 0emai"i"g Cost o) the assig"me"t., the )ollo+i"g +ill
occur depe"di"g o" the values o) these setti"gs:
8he" 'Calculate costs )rom u"its' is selected )or a" assig"me"t, costs are
recalculated +he" you cha"ge the pla""ed or *udgeted or remai"i"g
u"its, regardless o) the 'Update u"its +he" costs cha"ge o" resource
assig"me"ts' pro3ect5level setti"g% 4) the pro3ect5level setti"g is also
selected, the pla""ed or *udgeted or remai"i"g u"its are respread +he"
the pla""ed or *udgeted or remai"i"g costs cha"ge )or the assig"me"t%
8he" the 'Calculate costs )rom u"its' setti"g is "ot selected )or a" assig"me"t,
costs a"d u"its are ha"dled i"depe"de"tly, regardless o) the 'Update u"its
+he" costs cha"ge o" resource assig"me"ts' pro3ect5level setti"g%
Changing #a!ues in the fo!!owing AC*-@-*:8re!ate0 fie!0s "ay 2E&P2EA( "anua! future
perio0 #a!ues across buc%ets4
&ctual, Gudgeted or Pla""ed, or 0emai"i"g U"its
7tart Eate
Pla""ed or 0emai"i"g 9ag
7uspe"d a"d 0esume Eate
&ctivity ,ype 5 Ma"ual )uture period values +ill o"ly *e respread i) the activity
>i"ish Eate cha"ges +he" you cha"ge the activity type )rom ,as( Eepe"de"t to
0esource Eepe"de"t, or )rom 0esource Eepe"de"t to ,as( Eepe"de"t%
&ctivity Cale"dar -editi"g or cha"gi"g.
Euratio" I ->i1ed Euratio" U U"its activities o"ly% >or more i")ormatio" o" the
impact o) modi)yi"g the Euratio" I )ield, re)er *elo+ to 6o+ are actuals applied
+he" 4 ma"ually update progress )or assig"me"ts +ith ma"ual )uture period
valuesR.
'Update u"its +he" costs cha"ge o" resource assig"me"ts' setti"g -Pro3ect
Eetails, Calculatio"s ta*% >or more i")ormatio" o" the impact o) modi)yi"g this
setti"g, re)er *elo+ to Eo applicatio" setti"gs )or li"(i"g costs a"d u"its a))ect
ma"ual )uture period valuesR.
4+(
P6 Pro#essional
&ddi"g a "e+ assig"me"t 5 8he" you add a "e+ assig"me"t to a" activity that
already has a resource assig"me"t +ith ma"ual )uture period values, the module
may cha"ge values )or the e1isti"g assig"me"t *ased o" your user pre)ere"ce
setti"g )or assig"me"t staJi"g -User Pre)ere"ces, Calculatio"s ta*.% >or more
i")ormatio", re)er to *elo+ to Ca" 4 assig" a "e+ resource to a" activity that
already has a resource assig"me"t +ith ma"ual )uture period valuesR%
6o+ are actuals applied +he" 4 ma"ually update progress )or assig"me"ts
+ith ma"ual )uture period valuesR.
&ctuals are applied to ma"ually5pla""ed assig"me"ts accordi"g to the
)ollo+i"g rules, depe"di"g o" the +ay you ma"ually update activity progress:
4) you use Progress 7potlight to update activity progress, actuals are applied
usi"g the speci)ied ma"ual pla""ed or *udgeted u"it distri*utio"/ the ma"ual
remai"i"g u"it distri*utio" is "ot co"sidered, eve" i) "o ma"ual pla""ed or
*udgeted u"it data e1ists )or a" assig"me"t% 8he" the pla""ed or *udgeted a"d
remai"i"g u"it values are di))ere"t )or a" assig"me"t, the pla""ed or *udgeted
u"it values over+rite the e1isti"g remai"i"g u"it values +he" you apply actuals%
4) you update activity progress *y modi)yi"g Euratio" I Complete or
0emai"i"g Euratio" o" the activity, the activity's actual u"its are updated
+he" you apply actuals usi"g the ma"ual remai"i"g u"it distri*utio", as lo"g
as the pro3ect optio"
'0ecalculate &ctual U"its a"d Cost +he" duratio" perce"t complete
cha"ges' -Pro3ect Eetails, Calculatio"s ta*. is mar(ed%
4) you update activity progress *y modi)yi"g the 0emai"i"g U"its or 0emai"i"g
Early >i"ish o" the assig"me"t, the activity's actual u"its are updated +he" you
apply actuals usi"g the ma"ual pla""ed or *udgeted u"it distri*utio" as lo"g as
the pro3ect optio" '0ecalculate &ctual U"its a"d Cost +he" duratio" perce"t
complete
4) you update activity progress *y modi)yi"g the &ctual U"its o" the activity or
assig"me"t, ma"ual )uture period pla""ed or *udgeted a"d remai"i"g u"it
values are "ot updated +he" you apply actuals%
Eo applicatio" setti"gs )or li"(i"g costs a"d u"its a))ect ma"ual )uture period
valuesR. Ces% &t the pro3ect level, the 'Update u"its +he" costs cha"ge o"
resource
assig"me"ts' setti"g -Pro3ect Eetails, Calculatio"s ta*. determi"es i) the
applicatio"
updates u"its +he" costs cha"ge o" assig"me"ts to activities throughout the
pro3ect% &t the assig"me"t level, the 'Calculate costs )rom u"its' )ield -&ctivity
Eetails, 0esources ta*. determi"es i) costs are updated +he" you cha"ge u"its
)or that particular assig"me"t% ,he 'Update u"its +he" costs cha"ge o" resource
assig"me"ts' pro3ect5level setti"g o"ly applies +he" the 'Calculate costs )rom
u"its'
4+1
P6 'PPM ser7s /ui&e
Notes
8he" you add a resource or add a role, you ca" choose the optio" to
'Calculate costs )rom u"its' )or that resource's -0esource Eetails, Eetails ta*.
or role's -0oles dictio"ary, Prices ta*. assig"me"ts% ,he 'Calculate costs )rom
u"its'
resource#role setti"g +he" you assig" a resource#role to a" activity% Cou
ca"
cha"ge this setti"g per assig"me"t *y displayi"g the Calculate Costs >rom
U"its colum" o" the 0esources ta* o) &ctivity Eetails, the" mar(i"g or
cleari"g the
chec(*o1%
e1ample, you cha"ge the 0emai"i"g Cost o) the assig"me"t., the )ollo+i"g
+ill occur depe"di"g o" the values o) these setti"gs:
8he" the 'Calculate costs )rom u"its' setti"g is "ot selected )or a"
assig"me"t, costs a"d u"its are ha"dled i"depe"de"tly, regardless o) the
'Update u"its +he" costs cha"ge o" resource assig"me"ts' pro3ect5level
setti"g%
Ca" 4 assig" a "e+ resource to a" activity that already has a resource
assig"me"t +ith ma"ual )uture period valuesR%
Ces% 8he" you add a" assig"me"t to a" activity that already has a" e1isti"g
assig"me"t, the module adheres to your User Pre)ere"ce setti"gs )or
assig"me"t sta))i"g, as descri*ed *elo+%
A00ing a resource assign"ent to an acti#ity that has an e3isting resource assign"ent
8he" you add a resource assig"me"t to a" activity that already has a" e1isti"g
resource assig"me"t +ith ma"ual )uture period values, the module adheres to
your setti"g i" the '8he" assig"i"g a resource to a" e1isti"g activity assig"me"t'
)ield -User Pre)ere"ces, Calculatio"s ta*, &ssig"me"t 7ta))i"g sectio".% 4) you
choose to '&l+ays use the "e+ resource's U"its#,ime a"d Overtime )actor,' the
ma"ual )uture period values o) the e1isti"g resource assig"me"t may *e
respread across )uture period *uc(ets *ased o" the "e+ resource's values% 4) you
choose to '&l+ays use curre"t assig"me"t's U"its#,ime a"d Overtime )actor,' u"it
values )or the "e+ resource are spread eve"ly over )uture period *uc(ets a"d the
ma"ual )uture period values )or the e1isti"g resource assig"me"t are "ot
cha"ged%
4-+
P6 Pro#essional
A00ing a resource assign"ent to an acti#ity that has an e3isting ro!e assign"ent> or #ice
#ersa
role assig"me"t +ith ma"ual )uture period values -or vice versa., the module
adheres to your setti"g i" the '8he" a resource a"d role share a" activity
assig"me"t' )ield -User Pre)ere"ces, Calculatio"s ta*, &ssig"me"t 7ta))i"g
sectio".% 4) you choose to '&l+ays use resource's Price per U"it,' the ma"ual
)uture period values )or the e1isti"g role assig"me"t may *e respread across
)uture period *uc(ets *ased o" the "e+ resource's values% 9i(e+ise, i) you
choose to '&l+ays use role's Price per U"it,' the ma"ual )uture period values )or
the e1isti"g resource assig"me"t may *e respread across )uture period *uc(ets
*ased o" the "e+ role's values%
Changing #a!ues in the fo!!owing A&&-'NMEN*8re!ate0 fie!0s "ay 2ECA?C/?A*E "anua!
future perio0 #a!ues4
Gudgeted or Pla""ed or 0emai"i"g >i"ish ->i1ed Euratio" U U"its#,ime activities
o"ly.
Origi"al or Pla""ed or 0emai"i"g Euratio" ->i1ed Euratio" U U"its#,ime activities
o"ly.
Changing #a!ues in the fo!!owing AC*-@-*:8re!ate0 fie!0s "ay 2ECA?C/?A*E "anua! future
perio0 #a!ues4
Gudgeted or Pla""ed or 0emai"i"g >i"ish ->i1ed Euratio" U U"its#,ime activities
o"ly.
Origi"al or Pla""ed or 0emai"i"g Euratio" ->i1ed Euratio" U U"its#,ime activities
o"ly.
&ctivity 7tatus
Euratio" ,ype
Euratio" I ->i1ed Euratio" U U"its#,ime activities o"ly% >or more i")ormatio" o"
the impact o) modi)yi"g the Euratio" I )ield, re)er *elo+ to 6o+ are actuals
applied +he" 4 ma"ually update progress )or assig"me"ts +ith ma"ual )uture
period valuesR.
6o+ are actuals applied +he" 4 ma"ually update progress )or assig"me"ts
+ith ma"ual )uture period valuesR.
&ctuals are applied to ma"ually5pla""ed assig"me"ts accordi"g to the
)ollo+i"g rules, depe"di"g o" the +ay you ma"ually update activity progress:
4) you use Progress 7potlight to update activity progress, actuals are applied
remai"i"g u"it distri*utio" is "ot co"sidered, eve" i) "o ma"ual pla""ed or
*udgeted u"it data e1ists )or a" assig"me"t% 8he" the pla""ed or *udgeted a"d
remai"i"g u"it values are di))ere"t )or a" assig"me"t, the pla""ed or *udgeted
u"it values over+rite the e1isti"g remai"i"g u"it values +he" you apply actuals%
4) you update activity progress *y modi)yi"g Euratio" I Complete or
0emai"i"g Euratio" o" the activity, the activity's actual u"its are updated
+he" you apply actuals usi"g the ma"ual remai"i"g u"it distri*utio", as lo"g
as the pro3ect optio"
'0ecalculate &ctual U"its a"d Cost +he" duratio" perce"t complete
4--
P6 'PPM ser7s /ui&e
4) you update activity progress *y modi)yi"g the 0emai"i"g U"its or 0emai"i"g
Early >i"ish o" the assig"me"t, the activity's actual u"its are updated +he" you
apply actuals usi"g the ma"ual pla""ed or *udgeted u"it distri*utio" as lo"g as
the pro3ect optio" '0ecalculate &ctual U"its a"d Cost +he" duratio" perce"t
complete
4) you update activity progress *y modi)yi"g the &ctual U"its o" the activity or
assig"me"t, ma"ual )uture period pla""ed or *udgeted a"d remai"i"g u"it
values are "ot updated +he" you apply actuals%
0emovi"g a" assig"me"t ->or more i")ormatio", re)er to *elo+ to Ca" 4
remove or replace a resource assig"me"t +ith ma"ual )uture period valuesR
Ca" 4 remove or replace a resource assig"me"t +ith ma"ual )uture period
valuesR Ces% 8he" you replace the resource or role assig"ed to a" activity, a"y
ma"ual )uture
period values e"tered )or that assig"me"t are preserved +ith the "e+
assig"me"t%
8he" you remove a resource or role assig"me"t that has ma"ual )uture period
values, the ma"ual )uture period values are deleted% 4) other assig"me"ts +ith
ma"ual )uture period values e1ist o" the same activity, those assig"me"ts'
ma"ual )uture period values may cha"ge *ased o" the activity type a"d your
user pre)ere"ce setti"gs )or assig"me"t sta$"g -User Pre)ere"ces, Calculatio"s
ta*.%
'etting &tarte0 8 5uture perio0 buc%et p!anning 5AE
Where can I manuall enter future perio# valuesC
Cou ca" ma"ually e"ter )uture period values )or a" assig"me"t i" the Gudgeted
U"its or Pla""ed U"its a"d 0emai"i"g -Early. U"its )ields i" the 0esource Usage
7preadsheet i" the 0esource &ssig"me"ts a"d &ctivities +i"do+s%
Note
,o ma"ually e"ter )uture period values i" the 0esource Usage 7preadsheet i"
the &ctivities +i"do+, you must choose to display resource assig"me"t data
)or ope" pro3ects o"ly% 4) you are displayi"g data )or all pro3ects, the title o)
the Eisplay Optio"s *ar i" the 0esource Usage 7preadsheet is =Eisplay: &ll
Pro3ects%= ,o display data )or ope" pro3ects o"ly, clic( the Eisplay Optio"s *ar,
the" choose 7ho+ &ll Pro3ects to remove the chec(mar(/ the title o) the
Eisplay Optio"s *ar cha"ges to =Eisplay: Ope" Pro3ects O"ly%=
!an I enter future perio# values for all assignments to activitiesC
<o% Cou ca" ma"ually e"ter )uture period values )or assig"me"ts +he":
,he activity associated +ith the assig"me"t has a duratio" type o) >i1ed
Euratio" U U"its or >i1ed Euratio" a"d U"its#,ime% Cou ca""ot e"ter )uture
period values )or assig"me"ts to activities +ith a duratio" type o) >i1ed U"its or
>i1ed U"its#,ime%
,he activity associated +ith the assig"me"t is "ot a milesto"e activity%
4-2
P6 Pro#essional
>or more i")ormatio" o" these a"d other )uture period *uc(et pla""i"g restrictio"s,
see the "e1t 2uestio" *elo+%
Wh are some future perio# buc'ets gra3une#itableC
8he" a )uture period *uc(et is "ot eligi*le )or ma"ual )uture period *uc(et pla""i"g,
the spreadsheet cell is gray%
7preadsheet cells are gray#u"edita*le +he":
,he activity associated +ith the assig"me"t has a duratio" type o) >i1ed U"its or
>i1ed U"its#,ime -you ca" o"ly e"ter ma"ual )uture period values )or activities
+ith a duratio" type o) >i1ed Euratio" U U"its a"d >i1ed Euratio" U U"its#,ime.%
,he resource or role assig"ed to the activity does "ot have a"y valid +or(time )or
the timeperiod% >or resource assig"me"ts to tas(5depe"de"t activities, a"d )or all
role assig"me"ts to activities, the module determi"es i) there is valid +or(time
*ased o" the activity cale"dar% >or resource assig"me"ts to resource5depe"de"t
activities, the module determi"es i) there is valid +or(time *ased o" the resource
cale"dar%
,he displayed timescale u"it i" the spreadsheet is smaller tha" the mi"imum
timescale u"it used )or time5distri*uted resource calculatio"s% Cou ca" cha"ge
this setti"g i" the '4"terval )or time5distri*uted resource calculatio"s' )ield -User
Pre)ere"ces, 0esource &"alysis ta*.% >or e1ample, i) this optio" is set to 8ee(,
you ca" o"ly e"ter or edit data i" +ee(ly, mo"thly, or 2uarterly timescale
*uc(ets%
!an I enter values in an time unitC
,he values you e"ter i" the Gudgeted or Pla""ed U"its a"d 0emai"i"g -Early. U"its
)ields are co"verted to the U"it#,ime speci)ied i" the User Pre)ere"ces, ,ime U"its
ta*% >or e1ample, i) the U"it#,ime user pre)ere"ce is set to 6our a"d you e"ter 1d,
the value is co"verted to Ah% ,o avoid pla""i"g mista(es, you should set the
U"it#,ime user pre)ere"ce to the same time u"it you use to pla" your +or(% >or
e1ample, i) you pla" your +or( i" hours, set the U"it#,ime to 6ours%
!an I manuall enter or e#it values for Remaining *ate -nitsC
<o, you ca" o"ly e"ter or edit values )or *udgeted or pla""ed U"its a"d 0emai"i"g
-Early. U"its%
App!ication settings 8 5uture perio0 buc%et p!anning 5AE
!an I enter future perio# values in an timescale intervalC
<o% Cou ca" e"ter values i" )uture period *uc(ets o) all timescale i"tervals
EHCEP, Eay#6our a"d Eay#7hi)t%
4-3
P6 'PPM ser7s /ui&e
Cour user pre)ere"ce setti"g )or '4"terval )or time5distri*uted resource calculatio"s'
-User Pre)ere"ces, 0esource &"alysis ta*. determi"es the mi"imum timescale
i"terval i" +hich you ca" e"ter or edit data% >or e1ample, i) this optio" is set to
8ee(, you ca" o"ly e"ter or edit data i" +ee(ly, mo"thly, 2uarterly, yearly, or
)i"a"cial period *uc(ets% 8he" you display timescale i"tervals smaller tha" the
i"terval speci)ied as your user pre)ere"ce, the *uc(ets are "ot edita*le% Usi"g this
case as a" e1ample, i) you display daily timescale i"tervals, the *uc(ets are "ot
edita*le%
$oes it matter )hich #ate format I choose& primar #ates or or#inal #atesC
Ces% Cou ca" e"ter )uture period values i) you choose to display primary dates or a
com*i"atio" o) primary a"d ordi"al dates% Cou ca""ot e"ter )uture period values
+he" you choose to display o"ly ordi"al dates%
,o select timescale setti"gs, clic( the Eisplay Optio"s *ar i" the 0esource Usage
7preadsheet, the" choose ,imescale%
!an I change timescale settings after I enter values in future perio#
buc'etsC
Ces% 8he" you select a smaller timescale i"terval, the values you origi"ally e"tered
i" the larger *uc(ets are spread li"early over the smaller *uc(ets% 8he" you e"large
the timescale i"terval, the values you origi"ally e"tered i" the smaller *uc(ets are
rolled up i"to the larger *uc(ets%
4) you su*se2ue"tly cha"ge the timescale *ac( to the setti"g you used +he" you
ma"ually e"tered values i" )uture period *uc(ets, the values appear as you
origi"ally e"tered them%
$o application settings for lin'ing costs an# units affect manual future
perio# valuesC
Ces% &t the pro3ect level, the 'Update u"its +he" costs cha"ge o" resource
assig"me"ts' setti"g -Pro3ect Eetails, Calculatio"s ta*. determi"es i) the applicatio"
updates u"its +he" costs cha"ge o" assig"me"ts to activities throughout the
pro3ect% &t the assig"me"t level, the 'Calculate costs )rom u"its' )ield -&ctivity
Eetails, 0esources ta*. determi"es i) costs are updated +he" you cha"ge u"its )or
that particular assig"me"t% ,he 'Update u"its +he" costs cha"ge o" resource
assig"me"ts' pro3ect5level setti"g o"ly applies +he" the 'Calculate costs )rom u"its'
Note
8he" you add a resource or add a role, you ca" choose the optio" to 'Calculate
costs )rom u"its' )or that resource's -0esource Eetails, Eetails ta*. or role's
-0oles dictio"ary, Prices ta*. assig"me"ts% ,he 'Calculate costs )rom u"its'
resource#role setti"g +he" you assig" a resource#role to a" activity% Cou ca"
cha"ge this setti"g per assig"me"t *y displayi"g the Calculate Costs >rom U"its
colum" o" the 0esources ta* o) &ctivity Eetails, the" mar(i"g or cleari"g the
chec(*o1%
4-4
P6 Pro#essional
e1ample, you cha"ge the 0emai"i"g Cost o) the assig"me"t., the )ollo+i"g +ill
occur depe"di"g o" the values o) these setti"gs:
8he" the 'Calculate costs )rom u"its' setti"g is "ot selected )or a" assig"me"t,
costs a"d u"its are ha"dled i"depe"de"tly, regardless o) the 'Update u"its
+he" costs cha"ge o" resource assig"me"ts' pro3ect5level setti"g%
Entering an0 e0iting 0ata in future perio0 buc%ets 8 5uture perio0 buc%et p!anning 5AE
!an I enter #ifferent values for +u#gete# or Planne# -nits an# Remaining
/Earl0 -nitsC
Ces% "or not starte# activities, i) the pro3ect5level setti"g '9i"( Gudgeted or
Pla""ed a"d &t Completio" )or "ot started activities' is mar(ed -Pro3ect Eetails,
Calculatio"s ta*., the total pla""ed values o) the Gudgeted or Pla""ed U"its a"d
0emai"i"g -Early. U"its )or the assig"me"t +ill al+ays *e e2ual% >or e1ample, +he"
you e"ter a value )or a )uture period i" the Gudgeted or Pla""ed U"its )ield, the
0emai"i"g -Early. U"its )ield is automatically populated +ith the same value/ the
reverse is also true% 4) this setti"g is "ot mar(ed, you ca" e"ter diJere"t values )or
the same )uture period i" the Gudgeted or Pla""ed U"its a"d 0emai"i"g -Early. U"its
)ields/ i" this case, the total values )or each )ield are calculated i"depe"de"tly )or
the assig"me"t%
"or activities that are in progress, you ca" al+ays e"ter di))ere"t )uture period
values i" the Gudgeted or Pla""ed U"its a"d 0emai"i"g -Early. U"its )ields
!an I enter #ata in financial perio# buc'etsC
Ces, you ca" e"ter data i" )i"a"cial period *uc(ets )or the ra"ge o) )i"a"cial period
dates de)i"ed i" the >i"a"cial Periods dictio"ary% >or e1ample, i) you have de)i"ed
+ee(ly )i"a"cial periods )rom 'a"uary 1st, !!@, through Eecem*er F1st, !!@,
you ca" e"ter data i" +ee(ly )i"a"cial period *uc(ets *egi""i"g o" or a)ter 'a"uary
1st, !!@, a"d e"di"g o" or *e)ore Eecem*er F1st, !!@%
4-5
P6 'PPM ser7s /ui&e
Note4
,he setti"g )or '4"terval )or time5distri*uted resource calculatio"s' -User
Pre)ere"ces, 0esource &"alysis ta*. should "ot *e larger tha" your de)i"ed
)i"a"cial periods% >or e1ample, i) you have de)i"ed +ee(ly )i"a"cial periods,
the setti"g )or '4"terval )or time5distri*uted resource calculatio"s' should *e
6our, Eay, or 8ee(, *ut "ot Mo"th% 4) this setti"g is larger tha" your de)i"ed
)i"a"cial periods, you +ill "ot *e a*le to edit most )i"a"cial period *uc(ets% >or
e1ample, i) the user pre)ere"ce is set to Mo"th *ut you have de)i"ed +ee(ly
)i"a"cial periods, you +ill o"ly *e a*le to edit data )or )i"a"cial period *uc(ets
that co"tai" the )irst day o) the mo"th%
!an I overallocate a resource or role )hen I manuall enter future perio#
valuesC
Ces% 4) the resource or role o" the assig"me"t has valid +or(time )or a timeperiod,
you ca" e"ter a" u"limited "um*er o) u"its )or the timeperiod, eve" i) the value
you e"ter overallocates the resource or role%
If no )or' is planne# to be performe# on an activit for a timeperio#& #o I
have to enter a valueC
<o% &ssume, )or e1ample, that you pla" your +or( i" +ee(ly pla""i"g periods% Cou
have a )our5+ee( tas( i" +hich +or( is pla""ed to *e per)ormed duri"g +ee(s 1, ,
a"d B, *ut "o +or( +ill *e per)ormed duri"g +ee( F% Give" this e1ample, +he" you
e"ter )uture period values, simply do "ot e"ter a value )or the period i" +hich +or(
+ill "ot *e per)ormed, such as:
8ee( 1 8ee( 8ee( F 8ee( B
! 1? F!
,he module treats a *la"( value the same as a Dero value/ there)ore, you could
also e"ter a ! -Dero. as the 8ee( F value%
!an I manuall enter future perio# values for an assignment that alrea#
has an assigne# resource curveC
Ces% 4" )act, to simpli)y the process o) ma"ually pla""i"g )uture period
assig"me"ts, you ca" apply a resource curve to the assig"me"t that has a similar
resource distri*utio" to the distri*utio" you i"te"d to ma"ually pla", the" ma"ually
ma(e a"y "ecessary modi)icatio"s to the )uture period values%
4-6
P6 Pro#essional
Note
8he" you apply a resource curve to a" assig"me"t a"d the" ma"ually
modi)y )uture period values )or that assig"me"t, the resource curve is
removed )rom the assig"me"t a"d the assig"me"t is desig"ated as a
'Ma"ual' curve%
!an I enter a 6ero in a future perio# buc'etC
Ces/ ho+ever, the module co"siders the Dero value diJere"tly depe"di"g o" +here
the value lies i" the pla""ed resource distri*utio"%
When you rep!ace an assign"ent's first future perio0 buc%et #a!ue with a =ero4
8he" a" assig"me"t's )irst )uture period *uc(et co"tai"s a "o"5Dero value a"d
you replace it +ith a Dero -or you delete the value., the duratio" o) the
assig"me"t is shorte"ed a"d the Dero value is co"verted to start date lag%
>or e1ample, assume you've ma"ually pla""ed a )ive5day assig"me"t +ith the
)ollo+i"g daily *uc(et values: A\B\\6\% 4) you cha"ge the A to a Dero -or delete the
value., the pla""ed duratio" o) the assig"me"t is cha"ged to )our days +ith a start
date lag o) o"e day%
Notes
8he" you e"ter a leadi"g Dero )or a" assig"me"t a"d the" re)resh the
+i"do+, the leadi"g Dero disappears%
>or assig"me"ts to "ot started activities, i) the '9i"( Gudgeted or Pla""ed
a"d &t Completio" )or "ot started activities' pro3ect optio" -Pro3ect Eetails,
Calculatio"s ta*. is <O, selected a"d you e"ter a leadi"g Dero )or a"
assig"me"t, o"e day o) lag is added to *oth the Pro3ect Pla""ed 7tart a"d
0emai"i"g 7tart dates% ,his occurs regardless o) the )ield i" +hich you e"ter
the leadi"g Dero - *udgeted or pla""ed U"its or 0emai"i"g U"its. *ecause
the Pro3ect Pla""ed 7tart a"d 0emai"i"g 7tart dates must *e the same )or
activities that are "ot started%
When you enter a =ero #a!ue in between non8=ero #a!ues4
4) you e"ter a Dero value i" *et+ee" "o"5Dero values )or a" assig"me"t, the
module co"siders the Dero *uc(et part o) the pla""ed resource distri*utio"% 4"
the )ollo+i"g e1amples o) )ive5day tas(s, the Deros are i"cluded i" the resource
distri*utio":
\A\!\B\B
\!\A\!\B
A\!\!\A\B
4-"
P6 'PPM ser7s /ui&e
When you enter a =ero as the !ast future perio0 buc%et #a!ue for an assign"ent4
8he" you e"ter a Dero a)ter a" assig"me"t's last )uture period *uc(et value -i%e%,
there are "o su*se2ue"t "o"5Dero values., the module ig"ores the Dero% 4" the
)ollo+i"g e1ample, the Dero is ig"ored:
\A\B\A\!
Note
8he" you e"ter a traili"g Dero )or a" assig"me"t a"d the" re)resh the +i"do+,
the traili"g Dero disappears%
!an I enter a negative value in a future perio# buc'etC
Ces, i) the total u"its - *udgeted or pla""ed or remai"i"g, e1clusive. value )or the
assig"me"t is "egative% >or e1ample, i) the total Gudgeted or Pla""ed U"its )or a"
assig"me"t is "egative, you ca" e"ter a "egative value i" a Gudgeted or Pla""ed
U"its )uture period *uc(et )or that assig"me"t%
4) the total u"its - *udgeted or pla""ed or remai"i"g. value )or a" assig"me"t is
"egative a"d you e"ter a positive value, the value is automatically co"verted to a
"egative value% 9i(e+ise, i) the total u"its -*udgeted or pla""ed or remai"i"g. value
)or a" assig"me"t is positive a"d you e"ter a "egative value, the value is
automatically co"verted to a positive value%
If an activitDs progress is planne# to be suspen#e#& can I enter or e#it
values for the activitDs assignments in future perio#s #uring )hich
progress on the activit )ill be suspen#e#C
Ces, you ca" e"ter or edit values i" )uture period *uc(ets that are pla""ed to *e
suspe"ded, as lo"g as the suspe"d time has "ot *ee" scheduled -i" other +ords, the
pro3ect has "ot *ee" scheduled si"ce the suspe"d a"d resume dates +ere added to
the activity.%
8he" the pro3ect is scheduled, the suspe"d a"d resume dates )or the activity are
scheduled accordi"gly a"d you ca" "o lo"ger e"ter or edit data i" *uc(ets +hich
are scheduled to *e suspe"ded%
4) you e"ter )uture period data i" a *uc(et that is pla""ed to *e suspe"ded, +he"
you schedule the pro3ect, a"y +or( that is pla""ed to occur duri"g the suspe"d
time is pushed out to the resume date%
4-(
P6 Pro#essional
(e!eting> copying> an0 pasting future perio0 buc%et 0ata 8 5uture perio0 buc%et p!anning
5AE
When I cop3paste a pro%ect& W+S& or activit& are manual future perio#
values inclu#e#C
Ces, ma"ual )uture period values are copied +he" you copy a pro3ect, 8G7, or
activity, provided that, +he" prompted, you choose to copy 0esource a"d 0ole
&ssig"me"ts i" the Copy &ctivity Optio"s dialog *o1%
What happens )hen I #elete a manual future perio# valueC
8he" you delete a ma"ual )uture period value, the module co"siders the value to
*e a Dero% Eepe"di"g o" +here the Dero lies duri"g the duratio" o) the assig"me"t
-)irst *uc(et, middle *uc(et, last *uc(et., the Dero may or may "ot *e co"sidered
part o) the )uture period resource distri*utio"%
0e)er *elo+ to Ca" 4 e"ter a Dero i" a )uture period *uc(etR to lear" more a*out ho+
the module co"siders Dero values%
!an I enter a 6ero in a future perio# buc'etC
Ces/ ho+ever, the module co"siders the Dero value diJere"tly depe"di"g o" +here
the value lies i" the pla""ed resource distri*utio"%
When you rep!ace an assign"ent's first future perio0 buc%et #a!ue with a =ero4
8he" the )irst )uture period assig"me"t *uc(et co"tai"s a "o"5Dero value a"d
you replace it +ith a Dero -or you delete the value., the duratio" o) the
assig"me"t is shorte"ed a"d the Dero value is co"verted to start date lag%
>or e1ample, assume you've ma"ually pla""ed a )ive5day assig"me"t +ith the
)ollo+i"g daily *uc(et values: A\B\\6\% 4) you cha"ge the A to a Dero -or delete the
value., the pla""ed duratio" o) the assig"me"t is cha"ged to )our days +ith a start
date lag o) o"e day%
Notes
8he" you e"ter a leadi"g Dero )or a" assig"me"t a"d the" re)resh the
+i"do+, the leadi"g Dero disappears%
4-1
P6 'PPM ser7s /ui&e
>or assig"me"ts to "ot started activities, i) the '9i"( Gudget or Pla""ed a"d
&t Completio" )or "ot started activities' pro3ect optio" -Pro3ect Eetails,
Calculatio"s ta*. is <O, selected a"d you e"ter a leadi"g Dero )or a"
assig"me"t, o"e day o) lag is added to *oth the Pro3ect Pla""ed 7tart a"d
0emai"i"g 7tart dates% ,his occurs regardless o) the )ield i" +hich you e"ter
the leadi"g Dero -Gudgeted or Pla""ed U"its or 0emai"i"g U"its. *ecause the
Pro3ect Pla""ed 7tart a"d 0emai"i"g 7tart dates must *e the same )or "ot
started activities%
When you enter a =ero #a!ue in between non8=ero #a!ues4
4) you e"ter a Dero value i" *et+ee" "o"5Dero values )or a" assig"me"t, the
module co"siders the Dero *uc(et part o) the pla""ed resource distri*utio"% 4"
the )ollo+i"g e1amples o) )ive5day tas(s, the Deros are i"cluded i" the resource
distri*utio":
\A\!\B\B
\!\A\!\B
A\!\!\A\B
When you enter a =ero as the !ast future perio0 buc%et #a!ue for an assign"ent4
8he" you e"ter a Dero at the e"d o) a" assig"me"t -i%e%, there are "o
su*se2ue"t "o"5Dero values., the module ig"ores the Dero% 4" the )ollo+i"g
e1ample, the Dero is ig"ored:
\A\B\A\!
Note
8he" you e"ter a traili"g Dero )or a" assig"me"t a"d the" re)resh the +i"do+,
the traili"g Dero disappears%
Are manual future perio# values #elete# )hen I #elete a pro%ect&
W+S& activit& or assignmentC
Ces, ma"ual )uture period values are automatically deleted +he" you delete a
pro3ect, 8G7, activity, or assig"me"t%
If I #elete a resource or role )ith manual future perio# values& can
I merge the assignment #ata )ith another e2isting resource or
roleC
Ces% 8he" you delete a resource or role, you ca" choose to preserve the
associated assig"me"t data *y mergi"g the data +ith a"other resource%
42+
P6 Pro#essional
/p0ating pro$ects 8 5uture perio0 buc%et p!anning 5AE
If )or' on an activit is in progress or complete& can I e#it the previousl
#efine# manual assignment valuesC
>or Gudgeted or Pla""ed u"its, you ca" edit ma"ual values )or a" assig"me"t at a"y
time -*e)ore or a)ter the data date., eve" i) the activity associated +ith the
assig"me"t is i" progress or has a" &ctual >i"ish date%
>or 0emai"i"g -Early. U"its, you ca" edit ma"ual values )or a" assig"me"t's )uture
period *uc(ets o"ly -*uc(ets a)ter the data date./ you ca""ot edit a" assig"me"t's
past period *uc(ets -*uc(ets *e)ore the data date. +he" a" activity is i" progress,
eve" i) you ma"ually e"tered the values *e)ore +or( *ega" o" the activity% O"ce a"
activity has a" &ctual >i"ish date, you ca" "ot edit remai"i"g u"it values%
*ip
8he" +or( o" a" activity is "ot proceedi"g accordi"g to pla", you ca"
re5estimate the remai"i"g +or( o" the assig"me"t a"d update the
assig"me"t's remai"i"g +ithout cha"gi"g the origi"al pla", e"a*li"g you to
compare the
origi"al *aseli"e pla" to +he" the +or( actually occurred% 4) the pro3ect
schedule
has deviated sig"i)ica"tly )rom the origi"al pla" a"d several activities re2uire
re5estimatio", you may +a"t to update the *udgeted or pla""ed u"its )or
those assig"me"ts a"d re5*aseli"e the pro3ect%
!an I automaticall appl actuals for assignments )ith manual future
perio# valuesC
Ces% The Auto !ompute Actuals option M-ST +E SE*E!TE$ o" the activity or
the resource assig"ed to the activity )or the module to co"sider ma"ual )uture
period values +he" applyi"g actuals%
,o set &uto Compute &ctuals at the activity level, display the &uto Compute
&ctuals colum" i" the &ctivity ,a*le -&ctivities +i"do+., the" mar( the chec(*o1
)or the appropriate activities%
Cou ca" set &uto Compute &ctuals per resource o" the Eetails ta* o) 0esource
Eetails% Choose E"terprise, 0esources, the" display resource details%
=o) are actuals applie# )hen I manuall up#ate progress for assignments
)ith manual future perio# valuesC
&ctuals are applied to ma"ually5pla""ed assig"me"ts accordi"g to the )ollo+i"g
rules, depe"di"g o" the +ay you ma"ually update activity progress:
42-
P6 'PPM ser7s /ui&e
If ou use Progress Spotlight to up#ate activit progress, actuals are applied
remai"i"g u"it distri*utio" is "ot co"sidered, eve" i) "o ma"ual pla""ed or *udgeted
u"it data e1ists )or a" assig"me"t% 8he" the pla""ed or *udgeted a"d remai"i"g
u"it values are diJere"t )or a" assig"me"t, the pla""ed or *udgeted u"it values
over+rite the e1isti"g remai"i"g u"it values +he" you apply actuals%
If ou up#ate activit progress b mo#ifing $uration : !omplete or
Remaining $uration on the activit& the activity's actual u"its are updated usi"g
the ma"ual remai"i"g u"it distri*utio" +he" you apply actuals, as lo"g as the
pro3ect optio" '0ecalculate &ctual U"its a"d Cost +he" duratio" perce"t complete
If ou up#ate activit progress b mo#ifing the Remaining -nits or
Remaining Earl "inish on the assignment& the activity's actual u"its are
updated usi"g the ma"ual pla""ed or *udgeted u"it distri*utio" +he" you apply
actuals, as lo"g as the pro3ect optio"
'0ecalculate &ctual U"its a"d Cost +he" duratio" perce"t complete cha"ges' -Pro3ect
Eetails, Calculatio"s ta*. is mar(ed%
If ou up#ate activit progress b mo#ifing the Actual -nits on the
activit or assignment& ma"ual )uture period pla""ed or *udgeted a"d
remai"i"g u"it values are "ot updated +he" you apply actuals%
=o) #oes removing progress from an activit affect manual future perio#
valuesC
8he" you remove progress )rom a" activity that has ma"ual )uture period values
o" its associated assig"me"t, the module adheres to the setti"g )or removi"g
progress )rom activities o" the Pro3ect Eetails, Calculatio"s ta*%
4) you choose to '0eset Pla""ed or Origi"al Euratio" a"d U"its to 0emai"i"g,' the
assig"me"t's ma"ual )uture period pla""ed or *udgeted u"it values are
respread to match the ma"ual remai"i"g u"it values%
4) you choose to '0eset 0emai"i"g Euratio" a"d U"its to Pla""ed or Origi"al,'
the assig"me"t's ma"ual )uture period remai"i"g u"it values are respread to
match the ma"ual pla""ed or *udgeted u"it values%
Clic( the Calculatio"s ta* li"(%
$oes the mo#ule use manual future perio# values )hen calculating earne#
valueC
Ces%
422
P6 Pro#essional
!an I up#ate a baseline )ith revise# manual future perio# valuesC
Ces, i" the Update Gaseli"e dialog *o1, you ca" update a *aseli"e )or a pro3ect
that co"tai"s assig"me"ts +ith ma"ual )uture period values%
A00ing> 0e!eting> or rep!acing assign"ents 8 5uture perio0 buc%et p!anning 5AE
!an I assign a ne) resource to an activit that alrea# has a resource
assignment )ith manual future perio# valuesC
Ces% 8he" you add a" assig"me"t to a" activity that already has a" e1isti"g
assig"me"t, the module adheres to your User Pre)ere"ce setti"gs )or assig"me"t
sta))i"g, as
descri*ed *elo+%
A00ing a resource assign"ent to an acti#ity that has an e3isting resource assign"ent
resource assig"me"t +ith ma"ual )uture period values, the module adheres to your
setti"g i" the
'8he" assig"i"g a resource to a" e1isti"g activity assig"me"t' )ield -User
Pre)ere"ces, Calculatio"s ta*, &ssig"me"t 7ta))i"g sectio".% 4) you choose to
'&l+ays use the "e+
resource's U"its#,ime a"d Overtime )actor,' the ma"ual )uture period values o) the
e1isti"g resource assig"me"t may *e respread across )uture period *uc(ets *ased
o" the "e+ resource's values% 4) you choose '&l+ays use curre"t assig"me"t's
U"its#,ime a"d
Overtime )actor,' u"it values )or the "e+ resource are spread eve"ly over )uture
period
*uc(ets, a"d the ma"ual )uture period values )or the e1isti"g resource assig"me"t
are "ot cha"ged%
A00ing a resource assign"ent to an acti#ity that has an e3isting ro!e assign"ent> or #ice
#ersa
8he" you add a resource assig"me"t to a" activity that already has a" e1isti"g role
assig"me"t +ith ma"ual )uture period values -or vice versa., the module adheres to
your setti"g i" the '8he" a resource a"d role share a" activity assig"me"t' )ield
-User Pre)ere"ces, Calculatio"s ta*, &ssig"me"t 7ta))i"g sectio".% 4) you choose
'&l+ays use resource's Price per U"it,' the ma"ual )uture period values )or the
e1isti"g role assig"me"t may *e respread across )uture period *uc(ets *ased o" the
values o) the "e+ resource% 9i(e+ise, i) you choose '&l+ays use role's Price per U"it,'
the ma"ual )uture period values )or the e1isti"g resource assig"me"t may *e
respread across )uture period *uc(ets
*ased o" the "e+ role's values%
!an I remove or replace a resource assignment )ith manual future perio#
valuesC
423
P6 'PPM ser7s /ui&e
Ces% 8he" you replace the resource or role assig"ed to a" activity, a"y ma"ual
)uture period values e"tered )or that assig"me"t are preserved +ith the "e+
assig"me"t%
8he" you remove a resource or role assig"me"t that has ma"ual )uture period
values, the ma"ual )uture period values are deleted% 4) other assig"me"ts +ith
ma"ual )uture period values e1ist o" the same activity, those assig"me"ts' ma"ual
)uture period values may cha"ge *ased o" the activity type a"d your user
pre)ere"ce setti"gs )or assig"me"t sta))i"g -User Pre)ere"ces, Calculatio"s ta*.%
-"porting an0 e3porting 0ata 8 5uture perio0 buc%et p!anning 5AE
!an I e2change manual buc'et #ata )ith other P6 Professional users using
P6
Professional IER 5lesC
Ces, you ca" import a"d e1port ma"ual )uture period *uc(ets usi"g P6 Pro)essio"al
HE0
)iles%
-"port consi0erations
Cou +ill lose ma"ual )uture period *uc(ets i" a pro3ect you are updati"g +ith
imported data +he" all o) the )ollo+i"g are true:
,he HE0 )ile you are importi"g +as created usi"g
P6
Pro)essio"al%
,he HE0 )ile you are importi"g EOE7 <O,
co"tai" ma"ual )uture period *uc(ets%
Cou choose the Update E1isti"g import actio"%
Cou choose to update activity resource assig"me"ts%
,he pro3ect you are updati"g EOE7 co"tai"
ma"ual )uture period *uc(ets%
4" all other cases, ma"ual )uture period *uc(ets remai" i"tact +he" you import a"
HE0 )ile%
!an I e2change manual buc'et #ata )ith other P6 Professional users using
P6
Professional IM* filesC
Ces% 8he" you e1port a pro3ect to a P6 Pro)essio"al HM9 )ile, ma"ual )uture
period *uc(ets are e1ported to the )ile%
8he" you import a P6 Pro)essio"al HM9 )ile to a pro3ect, all ma"ual )uture period
*uc(ets that e1ist i" the pro3ect are retai"ed%
!an I e2change manual buc'et #ata )ith ,racle !ontractorC
424
P6 Pro#essional
Oracle Co"tractor 6%1 a"d later users ca" e1cha"ge ma"ual *uc(et data +ith P6
Pro)essio"al usi"g Co"tractor 6%1 HE0 )iles/ ho+ever, ma"ual )uture period
*uc(ets are "ot supported i" Oracle Co"tractor ?%! a"d earlier versio"s%
8he" you e1port a pro3ect +ith ma"ual *uc(et data to a Co"tractor ?%! HE0, ma"ual
)uture period *uc(ets are i"cluded i" the HE0 )ile *ut are "ot imported to Co"tractor
-versio" ?%! or earlier.% 8he" you import a Co"tractor ?%! HE0 to a P6 Pro)essio"al
pro3ect co"tai"i"g ma"ual )uture period *uc(ets, the ma"ual )uture period *uc(ets
remai" i"tact%
!an I e2change manual buc'et #ata )ith ,racle !ontract ManagementC
<o% 6o+ever, the )ollo+i"g tas( i")ormatio" you ca" import )rom Co"tract
Ma"ageme"t may a))ect the spread o) ma"ual )uture period *uc(ets:
0emai"i"g Early >i"ish
0emai"i"g >i"ish
Origi"al Euratio"
Euratio" I Complete
4) the duratio" o) a" activity +ith ma"ual )uture period assig"me"t *uc(ets cha"ges
a)ter importi"g data )rom Co"tract Ma"ageme"t, o"e o) the )ollo+i"g +ill occur:
>or activities +ith a duratio" type o) >i1ed Euratio" U U"its, the ma"ual )uture
period u"its are logically spread over the "e+ duratio" o) the activity%
>or activities +ith a duratio" type o) >i1ed Euratio" U U"its#,ime, the di))ere"ce
i" u"its +ill *e removed )rom, or added to, the last *uc(et%
!an I e2change manual buc'et #ata )ith Microsoft Pro%ectC
Ces% Cou ca" import a"d e1port ma"ual )uture period *uc(ets to Microso)t Pro3ect
-M7P.
!! a"d !!F usi"g M7P MPP )ormats, a"d to M7P !!F, !!@, a"d !1! usi"g M7P
HM9
)ormat% Eue to cha"ges i" Microso)t's supported import a"d e1port )ile )ormats, P6
Pro)essio"al "o lo"ger supports MPE, MP,, MPH, a"d MEG )iles% P6 Pro)essio"al does
"ot support import a"d e1port usi"g M7P 9A due to the ma""er i" +hich time5
phased data is stored i" that versio"% Cou +ill achieve the most accurate
import#e1port results usi"g M7P
!!F or later%
E3port consi0erations
8he" you e1port a pro3ect to M7P:
Ma"ual )uture period *uc(ets are imported to M7P as a co"toured curve%
4) the ,imescale U"its setti"g i" M7P is smaller tha" the setti"g i" the P6
Pro)essio"al e1port )ile -as speci)ied i" the '4"terval )or time5distri*uted resource
calculatio"s' )ield i" User Pre)ere"ces., the ma"ual )uture period *uc(ets are
spread li"early across the smaller timescale i" M7P% 4) you cha"ge the M7P
timescale setti"g to match the P6
Pro)essio"al timescale setti"g, the *uc(ets +ill display the proper
values%
425
P6 'PPM ser7s /ui&e
7i"ce M7P does "ot use )orecast dates, i) the P6 Pro)essio"al e1port )ile displays
time5distri*uted data usi"g )orecast dates -as speci)ied i" User Pre)ere"ces,
0esource &"alysis ta*., assig"me"ts +ith ma"ual )uture period *uc(ets are
spread li"early i" M7P%
>or ma"ually5pla""ed assig"me"ts to activities +ith suspe"d a"d resume dates,
M7P ho"ors the suspe"d a"d resume dates a"d spreads the *udgeted or pla""ed
u"it values accordi"gly i" the Gaseli"e 8or( )ield/ ho+ever, *ecause P6
Pro)essio"al's &ctual U"its a"d 0emai"i"g -Early. U"its are com*i"ed i"to M7P's
&ctual 8or( )ield, M7P o"ly ho"ors actual a"d remai"i"g values up to the
7uspe"d Eate or the Eata Eate, depe"di"g o" +he" the activity's suspe"d a"d
resume dates )all% 4) the suspe"d a"d resume dates are *oth *e)ore the Eata
Eate, M7P spreads the &ctual 8or( up to the Eata Eate/ i) o"ly the 7uspe"d Eate
is *e)ore the Eata Eate, M7P spreads the &ctual 8or( up to the 7uspe"d Eate%
8G7 7ummary activities +ith ma"ual )uture period assig"me"t values are
e1ported to M7P/ ho+ever, the ma"ual )uture period values are "ot e1ported% 4"
M7P, the total *udgeted or pla""ed a"d remai"i"g u"it values )or assig"me"ts to
8G7 7ummary activities are spread li"early across the duratio" o) the
assig"me"t%
-"port consi0erations
8he" you import a pro3ect )rom M7P:
7uspe"d a"d resume dates i" M7P are "ot ho"ored +he" imported to P6
Pro)essio"al%
8he" you import a" M7P pro3ect that has a" activity +ith suspe"d a"d resume
dates, the suspe"d time is imported as a ! -Dero. *uc(et value )or the
assig"me"t%
,he MPH )ile )ormat does "ot support time5phased data a"d there)ore does "ot
support ma"ual )uture period *uc(ets% 8he" you import a" MPH )ile, i) you
choose the 0eplace E1isti"g import actio" a"d the pro3ect you are replaci"g
co"tai"s ma"ual )uture period *uc(ets, all ma"ual *uc(ets +ill *e deleted%
!an I e2change manual buc'et #ata )ith PEC
<o% 8he" you e1port a P6 Pro)essio"al pro3ect that co"tai"s ma"ual )uture period
assig"me"t *uc(ets, the total u"its )or assig"me"ts +ith ma"ual )uture period
*uc(ets are spread eve"ly over the pla""ed duratio" o) the assig"me"t i" PF/ the
values you ma"ually e"tered are "ot saved%
8he" you import a PF pro3ect to a P6 Pro)essio"al pro3ect that co"tai"s ma"ual
)uture period assig"me"t *uc(ets, the manual values are deleted i) you choose
the Update E1isti"g or 0eplace E1isti"g import optio"%
426
P6 Pro#essional
Misce!!aneous 8 5uture perio0 buc%et p!anning 5AE
!an I up#ate #ata globall for pro%ects that have assignments )ith manual
future perio# valuesC
Ces% 6o+ever, cha"gi"g some values glo*ally may cause ma"ual )uture period
values to cha"ge or, i" some cases, *e deleted%
"or activit resource assignments, glo*ally cha"gi"g the Pla""ed >i"ish,
0emai"i"g >i"ish, a"d &ctual 7tart may cause ma"ual )uture period values to
cha"ge% Ma"ual )uture period values are deleted +he" you glo*ally cha"ge the
assig"ed Curve, speci)y a" &ctual >i"ish date, or set the *udgeted or pla""ed a"d
0emai"i"g U"its or U"its#,ime -9a*or, <o"59a*or, or Material. to Dero%
"or activities, glo*ally cha"gi"g the &ctual 7tart, Pla""ed >i"ish, Pla""ed or
Origi"al Euratio", 0emai"i"g >i"ish, or 0emai"i"g Euratio" may cause ma"ual
)uture period values to cha"ge% Ma"ual )uture period values are deleted +he" you
glo*ally cha"ge the Euratio" ,ype to >i1ed U"its or >i1ed U"its#,ime, speci)y a"
&ctual >i"ish date, or set the *udgeted or pla""ed U"its#,ime to Dero%
Are manual future perio# values consi#ere# )hen I level resourcesC
Ces% 8he" a pro3ect +ith ma"ual )uture period *uc(ets is leveled, assig"me"ts
+ith ma"ual )uture period values are leveled i" the same ma""er as
assig"me"ts +ithout ma"ual )uture period values%
Create a future perio0 buc%et p!anning !ayout
Cou ca" *udget or pla" )uture period resource#role assig"me"ts i" a"y type o)
layout i" the 0esource &ssig"me"ts a"d &ctivities +i"do+s% ,his topic co"tai"s
some steps you may +a"t to )ollo+ +he" you create a layout to use )or )uture
period *uc(et pla""i"g% 8he" you create a )uture period *uc(et pla""i"g layout,
you should save the layout )or )uture use%
1. (isp!ay e0itab!e future perio0 buc%et p!anning fie!0s
Cou ca" e"ter )uture period *udgeted or pla""ed a"d remai"i"g values i" the
Gudgeted or Pla""ed U"its a"d 0emai"i"g -Early. U"its )ields i" the 0esource Usage
7preadsheet% ,o display these )ields, clic( the Eisplay Optio"s *ar a"d choose
7preadsheet >ields, CustomiDe% Move the Gudgeted or Pla""ed U"its a"d 0emai"i"g
Early U"its )ields to the 7elected Optio"s list/ you ca" also remove all other )ields
)rom the 7elected Optio"s list% Clic( &pply, O[%
42"
P6 'PPM ser7s /ui&e
*ips
Cou ca" display the &ctual U"its )ield as +ell to compare the +or( that +as
pla""ed to *e per)ormed -Gudgeted or Pla""ed U"its. )or a" assig"me"t
versus the +or( that has actually occurred -&ctual U"its.% O"ce a"
assig"me"t is i" progress, i) +or( is "ot *ei"g per)ormed accordi"g to pla",
you ca" ad3ust the 0emai"i"g -Early. U"its as "ecessary/ or, i) you choose
to re5estimate a" assig"me"t's remai"i"g +or(, you ca" ad3ust the
assig"me"t's Gudgeted or Pla""ed U"its i"stead%
,o see costs related to the assig"me"ts you are ma"ually pla""i"g, display
the
Gudgeted or Pla""ed Cost a"d &ctual Cost )ields%
2. (isp!ay the Cur#e> 9u0gete0 or P!anne0 /nits> an0 2e"aining 6Ear!y7 /nits co!u"ns
8he" you ma"ually e"ter a value i" a )uture period *uc(et )or a" assig"me"t, the
module automatically e"ters a value o) Ma"ual i" the assig"me"tPs associated Curve
colum"% Gy displayi"g the Curve colum", you ca" determi"e +hich assig"me"ts
already have a" assig"ed resource curve, or a de)i"ed ma"ual curve%
>or assig"me"ts that do "ot have a de)i"ed total Gudgeted or Pla""ed U"its or
0emai"i"g -Early. U"its value, it is use)ul to display the Gudgeted or Pla""ed U"its
a"d 0emai"i"g -Early. U"its colum"s% 8he" you display these colum"s, you ca"
e"ter or edit a" assig"me"t's total Gudgeted or Pla""ed or remai"i"g u"its to spread
the u"its eve"ly over the origi"al or pla""ed duratio" o) the assig"me"t, the"
ma"ually modi)y the )uture period distri*utio" as "ecessary%
,o display these colum"s, clic( the 9ayout Optio"s *ar a"d choose Colum"s,
CustomiDe% Move the Curve, Gudgeted or Pla""ed U"its, a"d 0emai"i"g -Early. U"its
colum"s to the 7elected Optio"s list, the" modi)y the remai"i"g colum"s% Clic(
&pply, O[%
). A0$ust the ti"esca!e to ref!ect your p!anning perio0s
&d3ust the timescale i" the 0esource Usage 7preadsheet to re)lect the pla""i"g
periods i" +hich you typically pla" )uture resource distri*utio"% >or e1ample, i) you
pla" your +or( i" daily *uc(ets, ad3ust the timescale to 8ee(#Eay a"d e"ter hourly
pla""i"g u"it values%
Note
4) you trac( past period actuals per )i"a"cial period a"d pla" to report
per)orma"ce agai"st ma"ual *udgeted or pla""ed )uture period values, you
should e"ter )uture period pla""i"g values i" )i"a"cial period timescale u"its%
Cou ca" ad3ust the timescale to re)lect your prede)i"ed )i"a"cial periods% >or
e1ample, i) your orga"iDatio" has de)i"ed +ee(ly )i"a"cial periods, set the
timescale to 8ee(#>i"a"cial Period%
42(
P6 Pro#essional
+. ?ogica!!y group an0 sort 0ata
Group a"d sort data i" a +ay that e"a*les you to easily ide"ti)y resources#roles, the
activities to +hich they are assig"ed, a"d the activitiesP associated pro3ects
-*ecause the same activity "ame may appear i" di))ere"t pro3ects.% >or e1ample,
you ca" group a"d sort the 0esource Usage 7preadsheet *y pro3ect a"d *y
resource%
,. 5i!ter out acti#ities you 0on't want to "anua!!y p!an
4) you are pla""i"g )uture period resource distri*utio" )or a pro3ect that has already
started, you may +a"t to apply a )ilter to display o"ly the activities you +a"t to pla",
such as activities that do"'t have a" actual duratio" or that have a pro3ect pla""ed
start a)ter the curre"t date or data date%
&lter"atively, i) a pro3ect has already started a"d you +a"t to update the remai"i"g
u"its )or activities that are i" progress, you could apply a )ilter to display o"ly
activities that have a" &ctual 7tart date a"d do "ot have a" &ctual >i"ish date%
Manua!!y enter future perio0 assign"ent #a!ues
Cou ca" ma"ually e"ter or edit )uture period assig"me"t values per *uc(et )or la*or,
"o"5la*or, a"d material resource assig"me"ts, as +ell as )or role assig"me"ts% 7ee
5uture perio" buc3et planning 5A8 -o" page B!F. *e)ore you complete the
steps *elo+ )or
importa"t i")ormatio" to co"sider +he" you ma"ually pla" )uture period
assig"me"ts%
1. 4" the 0esource &ssig"me"ts or &ctivities +i"do+, display the 0esource Usage
7preadsheet%
. Create a future perio" buc3et planning la%out -o" page B@.%
4" the &ctivities +i"do+, you are re2uired to display resource assig"me"t data
)or ope" pro3ects o"ly% 7ho+i"g data )or all pro3ects, causes the title o) the
Eisplay Optio"s *ar i" the 0esource Usage 7preadsheet to cha"ge to =Eisplay:
&ll Pro3ects%= ,o display data )or ope" pro3ects o"ly, clic( the Eisplay Optio"s
*ar, the" choose 7ho+ &ll Pro3ects to remove the chec(mar(/ the title o) the
Eisplay Optio"s *ar cha"ges to =Eisplay: Ope" Pro3ects O"ly%=
F. >or each resource assig"me"t you +a"t to ma"ually pla", e"ter or edit the
Pla""ed or Gudgeted U"its a"d#or the 0emai"i"g -Early. U"its )or each
assig"me"t *uc(et )or the origi"al or pla""ed duratio" o) the activity%
421
P6 'PPM ser7s /ui&e
*ips
4) the total% *udgeted or pla""ed u"its or remai"i"g u"its have "ot *ee"
de)i"ed )or a" assig"me"t, you ca" display the Gudgeted or Pla""ed U"its a"d
0emai"i"g -Early. U"its colum"s, the" e"ter the total *udgeted or pla""ed or
remai"i"g u"its )or the assig"me"t% 8he" you e"ter the total *udgeted or
pla""ed or remai"i"g u"its )or a" assig"me"t, the values are spread eve"ly
over the *udgeted or pla""ed duratio" o) the activity% ,he", you ca" ma"ually
modi)y the values to de)i"e the pla""ed resource distri*utio"% 4) the total
*udgeted or pla""ed or remai"i"g u"its have already *ee" de)i"ed )or a"
assig"me"t, you ca" edit the )uture period distri*utio" as "ecessary%
Cou ca" apply a resource curve to a" assig"me"t *e)ore you ma"ually
e"ter#edit )uture period values )or the assig"me"t% >or e1ample, i) the
assig"me"t you +a"t to ma"ually pla" has a pla""ed resource distri*utio"
that is similar to a de)i"ed resource curve's distri*utio", you ca" apply the
resource curve to the assig"me"t% 8he" you apply the resource curve, )uture
period values are spread across the pla""ed duratio" o) the activity accordi"g
to the resource curve distri*utio"/ you ca" the" ma"ually modi)y the )uture
period values as "ecessary% O"ce you ma"ually modi)y a resource curve's
distri*utio", the curve is removed )rom the assig"me"t%
&ssig"me"t *uc(ets that are availa*le )or editi"g display +ith a
+hite *ac(grou"d/ *uc(ets you ca" "ot edit display +ith a gray
*ac(grou"d%
,he values you should e"ter i" the )uture period *uc(ets are depe"de"t o"
the duratio" o) your pla""i"g periods -*uc(ets., the timescale you choose,
a"d user pre)ere"ce setti"gs%
7ee *elo+ )or e1amples o) ma"ually5pla""ed )uture period assig"me"ts%
Notes
4) the pro3ect optio" '9i"( Gudgeted or Pla""ed a"d &t Completio" )or "ot
started activities' is selected -Pro3ect Eetails, Calculatio"s ta*. a"d you e"ter
a value i" the Pla""ed or Gudgeted U"its )ield )or a "ot started activity, the
module automatically populates the 0emai"i"g U"its )ield +ith the same
value/ the reverse is also true% 4) this setti"g is "ot mar(ed, you ca" e"ter
di))ere"t values )or the same )uture period i" the Pla""ed or Gudgeted U"its
a"d 0emai"i"g U"its )ields/ i" this case, the total values )or each )ield are
calculated i"depe"de"tly )or the assig"me"t% ,he e1amples *elo+ assume
that this pro3ect optio" is selected a"d the activities have "ot started%
Cou must have the 'Edit >uture Periods' pro3ect privilege to ma"ually e"ter or
edit )uture period data%
E3a"p!e 14 (ai!y p!anning perio0s> Wee%;(ay ti"esca!e> an0 /nit;*i"e set to Aour
Wee% 1
43+
Sun Mon
'oh"
Eoe's
assig"
m e"t
Pla""ed
or
Gudgeted
U"its
!h Ah Bh !h h 6h !h
0emai"i"
g U"its
!h Ah Bh !h h 6h !h
P6 Pro#essional
Tue We# Thu "ri Sat
E3a"p!e 24 Wee%!y p!anning perio0s> Month;Wee% ti"esca!e> an0 /nit;*i"e set to Aour
Ianuary 211.
'oh" Eoe's
assig"me"
t
Pla""ed or
Gudgeted
U"its
1!h F!h 1?h ?h
0emai"i"g
U"its
1!h F!h 1?h ?h
E3a"p!e )4 Wee%!y p!anning perio0s> Month;Wee% ti"esca!e> an0 /nit;*i"e set to (ay
Ianuary 211.
'oh" Eoe's
assig"me"
t
Pla""ed or
Gudgeted
U"its
d Fd 1d Bd
0emai"i"g
U"its
d Fd 1d Bd
43-
P6 'PPM ser7s /ui&e
E3a"p!e +4 Month!y p!anning perio0s> Euarter;Month ti"esca!e> an0 /nit;*i"e set to (ay
E1 211.
Kan "eb Mar
'oh" Eoe's
assig"me"
t
Pla""ed or
Gudgeted U"its
1?d !d 1!d
0emai"i"g U"its 1?d !d 1!d
E3a"p!e ,4 Month!y p!anning perio0s> Euarter;Month ti"esca!e> an0 /nit;*i"e set to Wee%
E1 211.
Kan "eb Mar
'oh" Eoe's
assig"me"
t
Pla""ed or
Gudgeted U"its
+ F+ 1+
0emai"i"g U"its + F+ 1+
E0iting Past Perio0 Actua! &prea0s
E0it past perio0 actua! 0ata
Cou ca" vie+ a"d edit past period actual data )or a"y )i"a"cial period i" the
&ctivity ,a*le a"d the Resources ta* o) Activit $etails% ,he availa*le )i"a"cial
period colum"s are listed i" the >i"a"cial Period ;alue group o) colum"s i" the
!olumns dialog *o1%
Cou ca" display &ctivity ,a*le colum"s )or all o) the )ollo+i"g )i"a"cial period )ields:
-Period <ame.: &ctual E1pe"se Cost
-Period <ame.: &ctual 9a*or Cost
-Period <ame.: &ctual 9a*or U"its
-Period <ame.: &ctual Material Cost
-Period <ame.: &ctual <o"la*or Cost
-Period <ame.: &ctual <o"la*or U"its
-Period <ame.: Ear"ed ;alue Cost
432
P6 Pro#essional
-Period <ame.: Ear"ed ;alue 9a*or U"its
-Period <ame.: Pla""ed ;alue Cost
-Period <ame.: Pla""ed ;alue 9a*or U"its
Cou ca" cha"ge the Resources ta* colum"s o) Activit $etails to display Actual
!ost
a"d Actual -nits colum"s )or a"y )i"a"cial period%
&)ter you e1pose the colum"s you +a"t, you ca" edit a"y value *y clic(i"g i" the
)ield%
*ips
,here might *e several )i"a"cial periods speci)ied i" the >i"a"cial Periods
dictio"ary% ,he !olumns dialog *o1 lists all the )ields listed a*ove )or the
ra"ge o) )i"a"cial periods you select i" the -ser Preferences, Application
ta*% Cou must de)i"e a ra"ge o) )i"a"cial periods to display/ other+ise,
)i"a"cial period colum"s are "ot availa*le%
,o edit past period actual data, the actual a"d actual this period u"its a"d cost
must *e li"(ed i" the pro3ect% Ge)ore editi"g past period actual data, veri)y
that the *in' actual to date a"d actual this period u"its a"d costs optio" is
selected o" the Pro%ect $etails, !alculations ta*%
Notes
Cou ca""ot edit past period actual data )or activities that do "ot have a"
actual start date% Cou ca" edit past period actual data )or activities that have
resource assig"me"ts i" the Resource Assignments +i"do+ or i" the
Resources ta* o) Activit $etails%
Cou ca""ot edit past period actual data i) the pro3ect is read o"ly or chec(ed
out%
>or milesto"e activities, you ca" o"ly edit past period e1pe"se costs%
Cou must *e assig"ed the Edit Period Per)orma"ce, ;ie+ Pro3ect
Cost#>i"a"cials, Edit 8G7 Costs#>i"a"cials, a"d &dd#Edit &ctivities E1cept
0elatio"ships pro3ect privileges to edit past period actual data%Cou must *e
assig"ed the appropriate pro3ect privileges as de)i"ed i" P6 to edit past
period actual data%
Pro$ect Chec% ut an0 Chec% -n
Managing re"ote pro$ects
Cou ca" =chec( out= pro3ects so that they ca" *e +or(ed o" remotely% O"ce a pro3ect
is chec(ed out, it ca" "o lo"ger *e modi)ied u"til it has *ee" chec(ed i"% 4" additio"
to chec(i"g i" the pro3ect, you may replace the e1isti"g pro3ect +ith the remote copy
o) the pro3ect *y usi"g the 4mport +iDard%
Chec% out a pro$ect
1. Ope" the pro3ects you +a"t to chec( out%
. Choose >ile, Chec( Out%
433
P6 'PPM ser7s /ui&e
F. 7elect the pro3ects you +a"t to chec( out%
,o chec( out a pro3ect, it must *e ope"% 4) the pro3ect you +a"t to chec( out is "ot
o" the list, clic( Ca"cel, ope" the pro3ect, a"d restart the +iDard%
B. ,ype the "ame o) the )ile a"d the locatio" +here the )ile +ill *e saved%
?. Clic( >i"ish%
&" HE0 )ile is created that e1ports complete pro3ect i")ormatio" to other P6 EPPM
applicatio"s%
Note
,o move *et+ee" di))ere"t +iDard +i"do+s, clic( Prev or <e1t%
@iew the chec%8out status of a pro$ect
1. Choose E"terprise, Pro3ects%
& red chec(mar( displays *eside a"y pro3ect that is curre"tly chec(ed out%
. Choose ;ie+, 7ho+ o" Gottom, Pro3ect Eetails%
F. Clic( the Ge"eral ta*, a"d chec( the status o) the pro3ect i" the Chec( Out
7tatus )ield% Privileged users ca" also cha"ge the status o) a pro3ect i" this
)ield%
,he Chec(ed Out Gy )ield i"dicates the user that chec(ed out the pro3ect%
,he Eate Chec(ed Out )ield i"dicates the date a"d time the user chec(ed out
the pro3ect%
Notes
Cha"gi"g the status o) a pro3ect to Chec(ed Out or Chec(ed 4", i" the Ge"eral
ta*, does "ot e1port pro3ect i")ormatio" or import updated pro3ect
i")ormatio"% ,o import or e1port i")ormatio" +he" chec(i"g i" or out a pro3ect,
select Chec( 4" or Chec( Out o" the >ile me"u%
,he Chec(ed Out Gy a"d Eate Chec(ed Out )ields are *la"( +he" the Chec(
Out
7tatus is Chec(ed 4"%
Mo0ify chec% in up0ate options
1. Ope" the pro3ects you +a"t to chec( i"%
. Choose >ile, Chec( 4", the" select the pro3ect you +a"t to chec( i"%
F. 4" the Update Pro3ect Optio"s dialog *o1, select the layout you +a"t to modi)y
a"d clic( Modi)y%
B. 4" the Modi)y 4mport Co")iguratio" dialog *o1, select the data you +a"t to modi)y%
434
P6 Pro#essional
?. 7elect the actio" to per)orm duri"g the chec(5i" process%
6. Mar( the Eelete chec(*o1 to remove u"re)ere"ced data, data i" the pro3ect you
are updati"g *ut "ot i"cluded i" the chec(5out )ile, )rom the pro3ect%
@. Clic( O[%
Note
,he Eelete )ield applies o"ly to relatio"ships to e1ter"al pro3ects, thresholds,
activities, activity relatio"ships, a"d activity resource assig"me"ts% Glo*al
data types are "ot a))ected *y this setti"g%,he Eelete )ield applies o"ly to
ris(s, relatio"ships to e1ter"al pro3ects, thresholds, activities, activity
relatio"ships, a"d activity resource assig"me"ts% Glo*al data types are "ot
a))ected *y this setti"g%
Chec% in a pro$ect
1. Ope" the pro3ects you +a"t to chec( i"%
. Choose >ile, Chec( 4"%
F. 7elect the )ile you +a"t to chec( i"%
B. Eou*le clic( the 4mport &ctio" )ield to select ho+ the pro3ect data is chec(ed i"%
?. 7elect the data to chec( i" *y modi)yi"g the layout co")iguratio" i" the Update
Pro3ect Optio"s dialog *o1%
6. 7elect the curre"cy )or the pro3ects i" the Curre"cy ,ype dialog *o1%
@. Clic( >i"ish%
Note
,o move *et+ee" di))ere"t +iDard +i"do+s, clic( Prev or <e1t%
-"port fro" Contract Manage"ent
?in%ing Contract Manage"ent 0ata
Cou ca" import data )rom the Co"tract Ma"ageme"t module to update schedule
dates, cost i")ormatio", the &ctivity Code dictio"ary, a"d the Cost &ccou"ts
dictio"ary% Cou ca" also li"( docume"ts i" Co"tract Ma"ageme"t to your pro3ect's
activities%
9i"(i"g to Co"tract Ma"ageme"t a"d importi"g data is a three step process detailed
i" the )ollo+i"g topics:
1. ;in3 P6 Professional to Contract Management -o" page BF6.
. ;in3 %our pro4ect to a Contract Management pro4ect -o" page BF6.
F. !mport Contract Management "ata -o" page BF@.
Notes
& pro3ect ca" li"( to o"ly o"e Co"tract Ma"ageme"t
pro3ect%
435
P6 'PPM ser7s /ui&e
>or i")ormatio" a*out the ta*les a"d )ields that are co"verted, see the
E1pMappi"gs91a"dlater%pd) )ile located i" the
LEocume"tatio"LNla"guageO )older o) the P6 EPPM physical media or
do+"load%>or i")ormatio" a*out the ta*les a"d )ields that are co"verted,
see the E1pMappi"gs91a"dlater%pd) )ile located i" the
LEocume"tatio"LNla"guageO )older o) the physical media or do+"load%
?in% P6 Professiona! to Contract Manage"ent
Ge)ore you ca" li"( your pro3ect to a Co"tract Ma"ageme"t pro3ect, you must )irst
set up access to Co"tract Ma"ageme"t i" &dmi" Pre)ere"ces% Ge)ore you ca" li"(
your pro3ect to a Co"tract Ma"ageme"t pro3ect, you must ]rst set up access to
Co"tract Ma"ageme"t usi"g the P6 &pplicatio" 7etti"gs% 7ee ;in3 %our pro4ect to
a Contract Management pro4ect -o" page BF6.% 7etti"g up access is ge"erally a
o"e time tas( that is completed *y the Pro3ect &dmi"istrator to ide"ti)y the Co"tract
Ma"ageme"t versio" to +hich you are co""ecti"g% Cou must also ide"ti)y the
Co"tract Ma"ageme"t +e*
server%
To set up access to !ontract Management:
1. Choose &dmi", &dmi" Pre)ere"ces%
. Clic( the Optio"s ta*% ,he", i" the 9i"( to Co"tract Ma"ageme"t sectio", mar(
the E"a*le 9i"( to Co"tract Ma"ageme"t chec(*o1% <e1t, choose the Co"tract
Ma"ageme"t product versio" to +hich you are co""ecti"g% ,ype the U09 a"d
port "um*er to the Co"tract Ma"ageme"t +e* server%
F. Clic( Close%
B. O"ce you set up access to Co"tract Ma"ageme"t, +ith the re2uired privilege
you ca" li"( your pro3ect to a Co"tract Ma"ageme"t pro3ect to e"a*le users to
import a"d vie+ Co"tract Ma"ageme"t data% 7ee ;in3 %our pro4ect to a
Contract Management pro4ect -o" page BF6.% 7ee !mport Contract
Management "ata -o" page BF@.%
?in% your pro$ect to a Contract Manage"ent pro$ect
9i"(i"g your pro3ect to a Co"tract Ma"ageme"t pro3ect e"a*les you to import
Co"tract Ma"ageme"t data to update schedule dates, cost i")ormatio", the &ctivity
Codes dictio"ary, a"d the Cost &ccou"ts dictio"ary%
Ge)ore you ca" li"( your pro3ect, you must )irst li"( P6 Pro)essio"al to Co"tract
Ma"ageme"t i" &dmi" Pre)ere"ces%Ge)ore you ca" li"( your pro3ect, you must )irst
li"( P6
Pro)essio"al to Co"tract Ma"ageme"t usi"g the P6 &pplicatio" 7etti"gs% 7ee ;in3 P6
Professional to Contract Management -o" page BF6.% 7etti"g up access is
ge"erally a o"e time tas( that is completed *y the Pro3ect &dmi"istrator to ide"ti)y
the Co"tract Ma"ageme"t product versio" to +hich you are co""ecti"g% O"ce
access to Co"tract Ma"ageme"t is set up, i) you have the re2uired security
privilege, you ca" the" li"( your pro3ect to a pro3ect i" Co"tract Ma"ageme"t%
436
P6 Pro#essional
To lin' our pro%ect to a Co"tract Ma"ageme"t pro%ect:
1. Choose E"terprise, Pro3ects a"d display Pro3ect Eetails%
. 7elect the pro3ect to +hich you +a"t to li"( a Co"tract Ma"ageme"t pro3ect%
F. Clic( the Co"tract Ma"ageme"t ta*, the" mar( the '&llo+ this pro3ect to li"(
+ith a Co"tract Ma"ageme"t Pro3ect' chec(*o1% -4) the Co"tract Ma"ageme"t
ta* is "ot displayed, right clic( o" a ta* at the *ottom -)or e1ample, Ge"eral. to
display the Pro3ect Eetails dialog *o1, a"d move Co"tract Ma"ageme"t ta*s
sectio"%.
B. 4" the Group <ame:Pro3ect <ame )ield, clic( % 7elect the "ame o) the Co"tract
Ma"ageme"t#E1peditio" pro3ect to li"( to your pro3ect, the" clic( the 7elect
*utto"%
4) you are usi"g E1peditio" versio" A%?, i" the Group <ame )ield, type the "ame o)
the E1peditio" data*ase that co"tai"s the pro3ect you +a"t to li"( to% 4" the
Pro3ect <ame )ield, type the "ame o) the E1peditio" pro3ect to li"( to your
pro3ect%
?. Choose +hether you are prompted )or your logi" a"d pass+ord +he"
retrievi"g Co"tract Ma"ageme"t#E1peditio" data% 4) you choose to log i"
+ithout *ei"g prompted, type your logi" "ame a"d pass+ord%
.ote: 4) a" ide"tical user"ame a"d pass+ord do "ot already e1ist i" *oth
Co"tract Ma"ageme"t a"d P6 Pro)essio"al, you +ill *e prompted to e"ter the
Co"tract Ma"ageme"t <ame a"d Pass+ord% 4) a" ide"tical user"ame a"d
pass+ord already e1ist i" *oth Co"tract Ma"ageme"t a"d P6 Pro)essio"al, the
7elect Pro3ect Ma"ager Pro3ect popup me"u +ill display )or you to select the
pro3ect%
6. Clic( Close%
-"port Contract Manage"ent 0ata
O"ce you li"( P6 Pro)essio"al to Co"tract Ma"ageme"t a"d li"( your pro3ect to a
Co"tract Ma"ageme"t pro3ect, you ca" speci)y +hich schedule, cost, a"d dictio"ary
i")ormatio" to import% 7ee ;in3 P6 Professional to Contract Management -o"
page BF6.% 7ee ;in3 %our pro4ect to a Contract Management pro4ect -o" page
BF6. %
1. Choose >ile, 4mport )rom Co"tract Ma"ageme"t%
,his optio" is e"a*led +he" the pro3ect is li"(ed to a Co"tract Ma"ageme"t
pro3ect o" the Co"tract Ma"ageme"t ta* o) Pro3ect Eetails%
. Mar( the chec(*o1 "e1t to each item that you +a"t to import to your pro3ect%
F. Clic( 4mport, the" clic( O[%
B. ,he Co"tract Ma"ageme"t 4mport 0eport lists all the i")ormatio" that is
imported to your pro3ect% Clic( Commit Cha"ges, the" clic( Ces or <o to save the
report to a log )ile% 4) you select Ces, speci)y a )ile"ame a"d locatio"%
43"
P6 'PPM ser7s /ui&e
?. Clic( Close% Clic( Ces to save a"y cha"ges you made to the import setti"gs or
<o to discard cha"ges%
Aow 0ata is i"porte0 fro" Contract Manage"ent
Cou ca" import activity a"d cost i")ormatio" )rom Co"tract Ma"ageme"t%
New Acti#ities
&"y docume"t i" Co"tract Ma"ageme"t that is li"(ed to a" activity 4E is imported% 4)
the activity 4E matches a" 4E i" the pro3ect, the activity is updated% 4) activity 4Es are
assig"ed i" Co"tract Ma"ageme"t that do "ot match a" activity 4E i" the pro3ect, a
"e+ activity is created%
&ll "e+ activities are placed u"der the pro3ectPs root EP7 "ode% ,he activities are
assig"ed the de)ault duratio" )or "e+ activities/ they do "ot co"tai" a"y
depe"de"cies%
Acti#ity Co0es 0ictionary
4lobal Activit !o#e: ,he 7pec 7ectio" code is availa*le to all pro3ects i" the
e"terprise%
Pro%ect Activit !o#es: ,he 0espo"si*ility, Co"tracts, Gid Pac(age, a"d 7u*mittal
&ctivity codes are imported at the pro3ect level% ,hey are "ot availa*le to all pro3ects
i" the e"terprise%
,he 0espo"si*ility code is imported )rom the Co"tacts su*sectio" o) the Pro3ect
4")ormatio" sectio"% ,he &**reviatio" a"d Compa"y <ame colum"s are used as
the code value a"d descriptio", respectively%
,he Co"tracts code is imported )rom the Co"tracts a"d Purchase Orders su*sectio"s
o) the Co"tract 4")ormatio" sectio"% ,he <o% a"d Eescriptio" colum"s are used as
the code value a"d descriptio", respectively%
8he" you import the 7u*mittal &ctivity code, the activity is assig"ed the code value
Ces to i"dicate that the item is a su*mittal%
Aow Acti#ity Co0es are i"porte0
4) the code or value does "ot e1ist, the imported code or value is added to
the dictio"ary%
4) the code e1ists *ut the value does "ot, the value is added to the dictio"ary%
4) the code a"d value e1ist, *ut the value assig"ed to the activity does "ot match
the imported value, the value o" the activity is over+ritte"%
4) the activity does "ot e1ist, it is created%
43(
P6 Pro#essional
Cost Accounts 0ictionary
Cost codes i" Co"tract Ma"ageme"t are imported to the Cost &ccou"ts dictio"ary%
,he Cost &ccou"ts dictio"ary is availa*le to all pro3ects i" the e"terprise% &ll items i"
the Cost 8or(sheet are imported as cost accou"ts a"d placed u"der a root "ode
havi"g the same "ame as the imported Co"tract Ma"ageme"t pro3ect% ,he Cost
Code a"d ,itle colum"s are imported as the Cost &ccou"t 4E a"d Cost &ccou"t
<ame, respectively%
Cost infor"ation
Cost i")ormatio" )rom Co"tract Ma"ageme"t is imported as E1pe"ses )or activities%
Notes
7ome data you import )rom Co"tract Ma"ageme"t may impact ma"ual
)uture period assig"me"t values%
6o+R ,he )ollo+i"g tas( i")ormatio" you ca" import )rom Co"tract
Ma"ageme"t may a))ect the spread o) ma"ual )uture period *uc(ets:
0emai"i"g Early >i"ish
0emai"i"g >i"ish
Origi"al Euratio"
Euratio" I Complete
4) the duratio" o) a" activity +ith ma"ual )uture period assig"me"t
*uc(ets cha"ges a)ter importi"g data )rom Co"tract Ma"ageme"t,
o"e o) the )ollo+i"g +ill occur:
>or activities +ith a duratio" type o) >i1ed Euratio" U U"its, the ma"ual
)uture period u"its are logically spread over the "e+ duratio" o) the
activity%
>or activities +ith a duratio" type o) >i1ed Euratio" U U"its#,ime,
the di))ere"ce i" u"its +ill *e removed )rom, or added to, the last
*uc(et%
@iewing Contract Manage"ent 0ocu"ents
Cou ca" vie+ the )ollo+i"g types o) Co"tract Ma"ageme"t docume"ts as lo"g as
the docume"t is associated +ith a" activity 4E )rom your pro3ect schedule:
Era+i"g 7ets
Eaily 0eports
Materials
Pu"ch 9ists
7u*mittals
431
P6 'PPM ser7s /ui&e
Gudgeted Co"tracts
Committed Co"tracts
7chedule o) ;alues
Cha"ge Orders
Purchase Orders
Cou ca""ot add, delete, or modi)y Co"tract Ma"ageme"t docume"ts%
Notes
,o display the most curre"t Co"tract Ma"ageme"t docume"ts associated
+ith the selected pro3ect, choose >ile, 0e)resh Eata%
@iew Contract Manage"ent 0ocu"ents
O"ce you li"( your pro3ect to a Co"tract Ma"ageme"t pro3ect, you ca" vie+
Co"tract Ma"ageme"t docume"ts, such as su*mittals a"d co"tracts% 7ee ;in3
%our pro4ect to a Contract Management pro4ect -o" page BF6.%
1. Choose >ile, Ope", the" select the pro3ect that is li"(ed +ith Co"tract
Ma"ageme"t%
Mar( the 0etrieve Co"tract Ma"ageme"t docume"ts chec(*o1 at the *ottom o)
the dialog *o1 to retrieve Co"tract Ma"ageme"t docume"ts%
,his chec(*o1 is availa*le o"ly i) your pro3ect is li"(ed to a Co"tract
Ma"ageme"t pro3ect%
. Clic( O[ to ope" the pro3ect%
F. Choose Pro3ect, &ctivities, the" choose ;ie+, 7ho+ o" Gottom, &ctivity Eetails%
B. 0ight5clic( i" &ctivity Eetails, the" choose CustomiDe &ctivity Eetails%
?. 4" the &vaila*le ,a*s sectio", select Co"tract Ma"ageme"t Eocs, the" clic( the
right arro+ to add it to the ta*s displayed i" &ctivity Eetails% Clic( O[%
6. Clic( the Co"tract Ma"ageme"t ta*% 7elect a docume"t, the" clic( ;ie+% ,he"
type your Co"tract Ma"ageme"t user"ame a"d pass+ord% ,he docume"t displays
i" your de)ault +e* *ro+ser%
*ip
Clic( the 0e)resh *utto" to e"sure you are vie+i"g the most curre"t Co"tract
Ma"ageme"t docume"ts associated +ith the selected pro3ect%
44+

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